Straight answers, before you book.
How we’re paid, who we work with, and what to expect — no jargon, no sales pitch.
What most attorneys ask first.
How are you paid?
We’re fee-only — paid directly by you, never through commissions, product sales, or third-party referral fees. For ongoing clients that’s a flat monthly retainer set by your career stage; for portfolios above $2 million in managed assets we move to asset-based pricing. We’ll walk through the exact number in your consultation.
Is there an asset minimum?
No. We work with attorneys at every stage — from a first associate paycheck to equity partner. You don’t need a certain amount of savings or investable assets to start.
What does “fiduciary” actually mean for me?
It means we’re bound to act in your best interest — not a product company’s, and not our own. Because we take no commissions, our advice answers to you alone. When investment management is best served by a specialist outside manager, we bring one in only when it’s in your best interest.
How does the career-stage pricing work?
Most attorney clients pay a flat monthly retainer set by where they are in practice — Associate($500/mo), Senior Associate / Of Counsel($700/mo), and Partner / Corporate Counsel($900/mo), with no one-time fee. Full detail on what’s included at each stage lives on A Lawyer’s Path.
Can I get a one-time plan instead of ongoing service?
Yes. A standalone, one-time financial plan is a negotiated flat fee, generally $5,000–$15,000. It covers a full analysis of where you stand today plus up to three additional scenarios — a partner-track or corporate-counsel move, retiring early, buying a home, funding college. We set the specifics with you individually.
Do you manage investments, or only build the plan?
Both. You pay Firefly to run your financial life — comprehensive planning and investment management built around your age, career stage, risk tolerance, and goals — not just to manage your money.
Do you work with anyone besides attorneys?
No — Firefly Wealth Management serves attorneys, and only attorneys. Every part of the practice, from the planning scenarios to the comp structures we model, is built for the way a legal career and its income actually work.
Who will I actually work with?
You’ll work directly with Joshua F. Levine, CFP®, Firefly’s founder and principal — a CERTIFIED FINANCIAL PLANNER™ and member of the Financial Planning Association, NAPFA, and the Cleveland Metropolitan Bar Association.
Can we meet remotely, and what happens on the first call?
Yes — we meet by phone or video, or in person if you’re in the Cleveland area. The first step is a free consultation: a no-cost conversation about where you are and what you need. No pitch, no obligation.
Still have a question?
The fastest way to get it answered is a free consultation. No pitch, no obligation.
Book a free consultation