A complete list of active advisors currently associated with Level Wealth Management LLC

Warmer can help you find a great advisor at Level Wealth Management LLC or one who fits your needs even better.

Level Wealth Management provides comprehensive financial planning and portfolio management primarily to individual and high-net-worth clients. The firm reports roughly $236.5 million in assets under management for about 94 client relationships and is supported by two advisors offering both ongoing investment management and project-based planning services. The firm emphasizes passive investment management, building portfolios from index mutual funds and ETFs guided by client-specific Investment Policy Statements, and typically manages accounts on a discretionary basis while preferring to discuss trades with clients. Rather than relying on traditional percentage-of-AUM billing, Level charges fixed quarterly fees for its comprehensive service and negotiable fixed fees for project work, with fee ranges disclosed in its Form ADV. Compared with many peers, Level publicly references third-party ratings and disclosures in its client materials, an uncommon practice among similar supported firms, and it structures client fees without defaulting to percentage-of-AUM billing. The firm also operates with a relatively small advisory team relative to its reported AUM, which results in a comparatively high asset-per-advisor ratio and a focus on delivering written financial plans and an annual review cadence.

To learn more about the advisors currently working at Level Wealth Management 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.