Michael Angelucci
Level Financial Advisors · Buffalo, New York
Michael Angelucci is a fee-only financial advisor at Level Financial Advisors in Buffalo, 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 | Buffalo, 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 5431249 |
| Exams passed | Series 65 (2007) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.levelfa.com |
How Michael'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 Michael
Is Michael Angelucci a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Level Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Angelucci based?
Michael Angelucci is based in Buffalo, New York.
What credentials does Michael Angelucci hold?
Michael Angelucci holds the CFP credential.
Is Michael Angelucci registered with the SEC?
Yes. Michael Angelucci is registered as an investment adviser representative in NY and TX (CRD 5431249), 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 Michael Angelucci?
Through Michael'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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