Firm
Level Financial Advisors
Glendora, California
Fee-only
Level Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 8 advisors are listed here; all hold the CFP.
- Its Form ADV reports 16 employees and 728 individual clients, 289 of them high net worth.
- Its average account is about $435,000 (assets it manages divided by its 2,242 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Glendora, California |
|---|---|
| Website | levelfa.com |
| [email protected] | |
| Phone | (626) 509-8701 |
Level Financial Advisors fees
Level Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $975 million |
| Individual clients | 439 |
| High-net-worth clients | 289 |
| Accounts managed | 2,242 |
| Employees | 16 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-15900) |
| Financial planning | Offered |
| Form ADV filed | September 30, 2026 |
| SEC record | CRD 110641 |