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Apr 7 •
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 • Apr 9
@Steve Abbett HML! [email protected]
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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 5d ago
Joined Mar 5, 2026
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