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 tailor fees to your circumstances and agree to them in dollar terms. 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. Government attorneys follow the same stages: years 1 to 4, year 5 and beyond, and chiefs and judges. 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