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AdvisorTechBook LIVE 🎙️
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13d •
Ep 45. AUM vs. Flat Fee pricing models with Sam Flaten of LEVR Planning
with @Sam Flaten of Levr Planning Post 1: The LinkedIn post that sparked it all. Post 2: Follow-up
1 like • 11d
@Steve Abbett HML! sam@levrplanning.com
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@sam-flaten-7814
I'm a Certified Financial Planner and founder of an outsourced paraplanning firm built specifically for independent RIAs.
Active 11d ago
Joined Mar 5, 2026
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