Alyssa Bogardus
Level Financial Advisors · East Amherst, New York
Alyssa Bogardus is a fee-only financial advisor at Level Financial Advisors in East Amherst, New York, who holds the CFP credential. Level Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alyssa →
Facts
| Firm | Level Financial Advisors |
|---|---|
| Based in | East Amherst, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $975.2M across 2,242 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7775054 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.levelfa.com |
How Alyssa's firm compares
- Level Financial Advisors's average account is about $435,000, from its Form ADV (assets managed divided by 2,242 accounts).
Request an introduction to Alyssa
Tell Alyssa a little about what you're looking for. Alyssa isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alyssa
Is Alyssa Bogardus a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alyssa holds no broker registration, and Level Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alyssa charge for financial advice?
Alyssa's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alyssa Bogardus based?
Alyssa Bogardus is based in East Amherst, New York.
What credentials does Alyssa Bogardus hold?
Alyssa Bogardus holds the CFP credential.
Is Alyssa Bogardus registered with the SEC?
Yes. Alyssa Bogardus is registered as an investment adviser representative in NY (CRD 7775054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Level Financial Advisors manage?
Level Financial Advisors reports $975.2M across 2,242 accounts in assets under management.
How do I contact Alyssa Bogardus?
Through Alyssa's website, www.levelfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.