Companies / Service Providers / Outsourced Paraplanner / Plan Preparation / Leadership / Executive Coaching / Practice Management Consulting

LEVR Planning

We're building a team of CFP® professionals who have spent years producing financial plans and working directly with clients, across every combination of tech stack, workflow, and team structure. They know what keeps clients making steady progress, and how to free the advisor from being the bottleneck.

Founded 2025
Rating

No reviews yet.

Be the first to review
Visit website
1 person on Advicer connected to this.

Tech stack

The tools 1 person at LEVR Planning use or have reviewed on Advicer, by category. Work here? Add the tools you use.

Custodial Platform
Altruist
Sam Flaten, CFP®, ChFC® · 4.0/5 from 1 review
Financial Planning
eMoney
Sam Flaten, CFP®, ChFC® · 2.0/5 from 1 review
Hazel
Sam Flaten, CFP®, ChFC® · 5.0/5 from 1 review
E-Signature
CRM
Redtail
Sam Flaten, CFP®, ChFC® · 2.0/5 from 1 review
Wealthbox
Sam Flaten, CFP®, ChFC® · 3.0/5 from 1 review
Client Portal
Client File Sharing
Portfolio Management
Orion
Sam Flaten, CFP®, ChFC® · 3.0/5 from 1 review
Tax Planning
Investment Data/Analytics
Kwanti
Sam Flaten, CFP®, ChFC® · 2.0/5 from 1 review
Retirement Planning
Advisory Fee Billing
Cash Management/Budgeting
Compliance
Client Data Gathering
Digital Marketing
Client Meeting Support
Equity Compensation
Trayecto
Sam Flaten, CFP®, ChFC® · 3.0/5 from 1 review
Proposal Generation/Sales Enablement
Nitrogen
Sam Flaten, CFP®, ChFC® · 4.0/5 from 1 review
Advice Engagement
Prospecting
AI Platforms
Video Meetings & Messaging
Website Builders
Password Management
Phone & VoIP
Email & Office Suites
Team Chat & Collaboration
Project Management
Payroll & HR
Time Tracking

Reviews

No one has reviewed LEVR Planning yet.

Integrations

None listed or rated yet. How's your LEVR Planning ↔ ____ integration?