Jeffrey Llewellyn is a CFA, CFP-designated registered investment advisor at Rockwood Wealth Management, LLC, based in New Hope, PA, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,021 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, Rockwood Wealth Management may combine the account values of family members to determine breakpoints and applicable advisory fees. All fees are negotiable.
Fee Estimator
Location
6464 Lower York Road, New Hope, PA, 18938
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2017Other Business Activities
Jeffrey is the President and Chair of the Board for a local non-profit organization, a volunteer role for which he is not compensated. He has dual signing authority for the organization's endowment fund and bank account.
Employment History
Current Registrations
Rockwood Wealth Management, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.