Evan Loomis
Level Financial Advisors · Hemet, California
Evan Loomis is a fee-only financial advisor at Level Financial Advisors in Hemet, California, who holds the CFP credential. Level Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Level Financial Advisors |
|---|---|
| Based in | Hemet, California |
| 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, TX · CRD 5279085 |
| Exams passed | Series 65 (2017) · Series 66 (2007) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.levelfa.com |
How Evan's firm compares
- Level Financial Advisors's average account is about $435,000, from its Form ADV (assets managed divided by 2,242 accounts).
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Questions about Evan
Is Evan Loomis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Evan 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 Evan charge for financial advice?
Evan's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Evan Loomis based?
Evan Loomis is based in Hemet, California.
What credentials does Evan Loomis hold?
Evan Loomis holds the CFP credential.
Is Evan Loomis registered with the SEC?
Yes. Evan Loomis is registered as an investment adviser representative in NY and TX (CRD 5279085), 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 Evan Loomis?
Through Evan'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.
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