Lucas Moshier
Level Financial Advisors · East Amherst, New York
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.
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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, TX · CRD 7382110 |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.levelfa.com |
How Lucas'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 Lucas
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.
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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