Firm
Western Level Advisors
Reno, Nevada
Fee-only
Western Level Advisors at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 30 individual clients, 12 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 87 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Reno, Nevada |
|---|---|
| Website | westernlevel.com |
| Phone | (415) 596-2464 |
Western Level Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Hourly | $250 an hour |
|---|---|
| How it charges | Hourly |
In the firm's words
"the starting point for services provided is $250 per hour." source
"the starting point for services provided is $250 per hour." source
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 | $24 million |
| Individual clients | 18 |
| High-net-worth clients | 12 |
| Accounts managed | 87 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 323014 |