Build a More Scalable Advisory Firm
We help financial advisors increase capacity and improve pricing so they can scale their firm without becoming the bottleneck.
Choose Your Path
Most Firms Don’t Have a Capacity Problem. They Have a Structure Problem.
Everything still runs through you. And that limits scalability.
What Advisors Are Saying
"For ten years, we built a firm the right way. Flat fees. Transparent pricing. Deep processes. Real value.
And for ten years, we struggled to explain it. Our team struggled to explain it.
Every sales call felt like an uphill battle. We charge a fee clients can see, right out of their checking account, while the advisors they avoided buried theirs in portfolio percentages. We kept our prices low, hoping to get clients in the door, knowing they’d never leave once they experienced the work. They'd occasionally comment about expecting fee raises from time to time becuase of how good the service was for what they were paying.
But getting beat up about fees for a decade by people who thought they were buying a commoditized retirement plan does something to you. You start to wonder if maybe they’re right. You start to tell yourself you're not that valuable as their advisor. They’re not right.
Working through the LEVR (Certainty Advice) process didn’t just fix our sales calls, average price, and percentage of clients converted to an ongoing relationship. It fixed something in me. The outcomes (discovery) conversation forced me to slow down and actually listen to what prospective clients want out of their financial lives, and what I kept hearing was no longer, "I need better investments” or “I need to pay less in taxes," as it was before. I stopped rushing to solve burning issues. It became something more valuable, and something we were taking years of relationship-building to find. Clients need a coach, and they want certainty. Someone who helps them make the right decisions at the right time, stay the course, and feel confident about where they’re headed. That’s what we’ve been doing for ten years. We just didn’t have a way to show it.
Now we do. Clients who couldn’t articulate what they wanted at the start of a call walk away knowing exactly what they’re buying, and choosing to pay a fee that reflects it. Our team now clearly understands their value, too, and how they fit into what we do for clients.
The 'good guys' finally get to charge what they’re worth."
- LEVR Client
What We Do
Two Ways We Help Financial Advisors Win
Choose the engagement that fits where you are right now.
I’m not an advisor, and that’s by design.
Sam Flaten, CFP®, ChFC®
I didn’t love prospecting, but I’ve always valued meaningful client conversations. Where you thrive leading relationships, I focus on bringing clarity to how advice is built, delivered, and priced; whether that’s behind the scenes through thoughtful, efficient financial planning or working directly with firms to structure their service model in a way that actually makes sense.
I’ve held the CFP® and ChFC® designations for years, with deep experience managing teams, refining workflows, and building plans for advisors like you. I understand the pressure of growth, especially for lean, tech-forward firms running on any stack imaginable.
That’s why I built LEVR: to help advisors scale more intentionally. For some, that means outsourced paraplanning that removes the execution burden. For others, it means rethinking pricing and service models so the value of their advice is clearly defined, communicated, and aligned with how their firm actually operates.
But this isn’t just about saving time. It’s about building a business that works.
The advisors we work with come back because they feel more in control, more aligned, and more confident in how they deliver and charge for their advice. That’s the standard.
Every plan we build and every pricing structure we help implement is designed with your client in mind. Because we know what resonates. We’ve been in your seat. We know what makes clients say, “No one’s ever shown me this before.” That experience informs everything we do, so you can stay focused on what you do best.
01.
Book a Call.
This is the starting point. Regardless of whether you need help with your pricing structure or financial planning, we identify exactly where you can improve margin.
02.
We Help You Build Your Structure.
We design the right pricing model and planning workflow — clear, scalable, and built for your firm.
03.
You Implement and Scale.
You move forward with confidence — more capacity, better margins, and room to grow.
How it Works
Why LEVR?
Where Strategy Meets Execution.
Most financial advisory firms don’t struggle because of a lack of effort. They struggle because their business structure and pricing model aren’t built to support how they actually deliver value. The advisor becomes the bottleneck, planning work piles up, and growth creates friction instead of momentum.
LEVR was built from inside that reality. With real-world experience in financial planning outsourcing, advisor pricing models, and firm operations, we help advisors remove the constraints that slow them down. Whether that means offloading planning through outsourced financial planning support or redesigning your fee structure to better reflect your value, the goal is the same: a firm that runs more efficiently, communicates value clearly, and scales without the advisor becoming the limiting factor.
Backed by Real Advisor Outcomes.
The strategies we implement at LEVR aren’t theoretical. They’ve been tested inside real financial advisory firms, with real clients, and in real conversations where outcomes matter. We work directly with independent advisors across the country, helping them streamline financial planning workflows, implement the right technology, and rethink their advisor pricing models and service delivery. The LEVR perspective on planning efficiency and firm operations has gained visibility across the industry, including partnerships and collaboration with platforms like Altruist.
More importantly, the results show up where it counts. Advisors working with LEVR have increased capacity without adding staff through financial planning outsourcing, improved how they communicate value to clients, and built fee structures that better align with the work they actually do. As more firms move away from outdated models and look for scalable ways to operate, LEVR continues to sit at the center of those conversations, helping advisors turn strategy into execution with clarity and confidence.
Find the Right Coach for Your Practice
Meet: Leah Willey
LEVR is building a network of independent advisor coaches who leverage the LEVR methodology to help financial advisors create more intentional businesses, stronger client relationships, and lives aligned with their personal definition of success. While each coach brings their own experience and perspective, all are united by the same proven framework and philosophy.
