# Lucas Moshier

> Lucas Moshier 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.

Page: https://find.wellspent.co/advisors/lucas-moshier/
Built from SEC adviser records; last checked October 30, 2026.

## 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 (firm):** $975.2M across 2,242 accounts
- **Credentials:** CFP
- **CRD:** 7382110 (https://adviserinfo.sec.gov/individual/summary/7382110)
- **SEC registration:** Investment adviser representative in NY, TX
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.levelfa.com

## Frequently asked questions

### Is Lucas Moshier a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lucas 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 Lucas charge for financial advice?

Lucas's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Lucas Moshier based?

Lucas Moshier is based in East Amherst, New York.

### What credentials does Lucas Moshier hold?

Lucas Moshier holds the CFP credential.

### Is Lucas Moshier registered with the SEC?

Yes. Lucas Moshier is registered as an investment adviser representative in NY and TX (CRD 7382110), 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 Lucas Moshier?

Through Lucas's website, www.levelfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7382110): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.