Level Up Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual clients, including high-net-worth households, providing discretionary portfolio management, comprehensive and project-based financial planning, and coordination with third‑party money managers. As a state-registered adviser it reports managing about $7.3 million in client assets for roughly 61 clients.
Investment approach is primarily passive, building portfolios from index mutual funds and ETFs to capture asset-class exposures with an emphasis on low internal costs and tax efficiency, while the firm also applies technical and cyclical analysis in its investment reviews. The adviser provides discretionary trading, may recommend outside managers, and uses custodial platforms described in the brochure to execute and custody client accounts.
A distinctive feature is that the firm’s principal operates an affiliated tax‑preparation business and may provide tax‑preparation services to advisory clients, a relationship disclosed in the brochure as a potential conflict of interest. That integration of tax services with financial planning and portfolio management, plus the seasonal tax-practice hours the firm reports, is relatively uncommon among independent advisers of this size.
Client services
Expertise
Fee options
Fixed fees for financial planning projects ranging from $250 to $6,000; one-time project fixed fees vary by complexity
$1 - $10,000,000: 0.9% annually
Financial planning hourly fee between $300 and $400 per hour
Ongoing comprehensive financial planning charged monthly in advance at $150 to $350 per month
Fee-only: Financial planning fixed fees from $250 to $6,000 depending on complexity and scope; hourly fees $300 to $400 per hour; comprehensive financial planning ongoing fees $150 to $350 per month, plus upfront charge up to $3,000
Main office
Timnath CO
Advisors at this office
1
Most active in
California · Colorado · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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