A complete list of active advisors currently associated with Level Up Financial Planning, LLC

Warmer can help you find a great advisor at Level Up Financial Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Level Up Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.