LEVR Planning

Financial Services • • 1-10 Employees

Company overview

Headquarters	XX
Website	levrplanning.com
NAICS	52
Founded	2025
Employees	1-10

Key Contact at LEVR Planning

Sam Flaten

Founder

About LEVR Planning

LEVR Planning provides outsourced financial planning support for independent financial advisors who’ve hit capacity. Built for lean, tech-forward firms, LEVR specializes in fast, accurate, behind-the-scenes planning work — from plan prep to scenario modeling to tax planning. No training, no supervision, no management overhead. Just expert planning delivered seamlessly inside the tools advisors already use. LEVR helps growth-minded advisors reclaim their time, stay focused on what matters most, and scale without sacrificing quality or burning out.

LEVR Planning revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

LEVR Planning has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

LEVR Planning has never raised funding before.

Frequently asked questions

LEVR Planning is located in XX.

LEVR Planning was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.

LEVR Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at LEVR Planning

Sam Flaten

Founder

4.8

40,000 users