A complete list of active advisors currently associated with Western Level Advisors LLC

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

Western Level Advisors is a small, independent registered investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and businesses, including plan sponsors. The firm provides discretionary portfolio management, integrated financial planning and consulting, and engages in retirement plan advisory and consulting for business clients. The adviser applies Modern Portfolio Theory and a core‑plus‑satellite construction, using low‑cost ETFs and index funds for core exposure and selectively adding sector, income, alternative, or active manager satellite holdings. Portfolios are managed on a discretionary basis with attention to tax sensitivity, personalized asset allocation, and regular review to keep holdings aligned with each client’s objectives and risk tolerance. A distinctive feature for a solo independent firm is its work with pension and profit‑sharing plan clients and the provision of retirement plan consulting; the adviser reports advising over $7 million of retirement plan assets. The firm also maintains an institutional custody relationship that affords access to institutional fund share classes and operational support, and it documents compliance and continuity policies with no disciplinary history disclosed.

To learn more about the advisors currently working at Western Level Advisors 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.

Name	Location	Years of experience
Jonathan Fritzinger	Reno, NV	3

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