Lucas Casarez
Level Up Financial Planning · Timnath, Colorado
Lucas Casarez is a fee-only financial advisor at Level Up Financial Planning in Timnath, Colorado, who holds the CFP credential. Lucas charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,160 a year and one-time plans from $5,000) and focuses on equity compensation and tax planning.
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Specialties
Who they serve
- Tech employees
Facts
| Firm | Level Up Financial Planning |
|---|---|
| Based in | Timnath, Colorado |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,160 a year · One-time plans from $5,000 · 0.9% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.3M across 90 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6432202 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | levelupfinancialplanning.com |
| Profile |
How Lucas's firm compares
- Ongoing planning starts at $2,160 a year, below the Colorado median of $6,000 for fee-only firms that publish prices.
- A one-time plan starts at $5,000, above the Colorado median of $2,500 for fee-only firms that publish prices.
- Level Up Financial Planning's average account is about $81,000, from its Form ADV (assets managed divided by 90 accounts).
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Questions about Lucas
Is Lucas Casarez a fee-only financial advisor?
Yes. Lucas Casarez is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lucas's firm.
How does Lucas charge for financial advice?
Lucas charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Lucas charge?
According to Level Up Financial Planning's website, checked October 28, 2026: ongoing planning from $2,160 a year; one-time plans from $5,000; 0.9% a year on the first tier of assets managed; no asset minimum.
Does Lucas work with clients virtually?
Yes. Level Up Financial Planning says on its website that it works with clients remotely.
Where is Lucas Casarez based?
Lucas Casarez is based in Timnath, Colorado.
What does Lucas specialize in?
Lucas's specialties include equity compensation and tax planning. Lucas works with tech employees.
What credentials does Lucas Casarez hold?
Lucas Casarez holds the CFP credential.
Is Lucas Casarez registered with the SEC?
Yes. Lucas Casarez is registered as an investment adviser representative in TX (CRD 6432202), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Level Up Financial Planning manage?
Level Up Financial Planning reports $7.3M across 90 accounts in assets under management.
How do I contact Lucas Casarez?
Through Lucas's website, levelupfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Level Up Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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