As financial advisors, we can sometimes see the nervousness in our client’s eyes. We understand it. You’re entrusting us with your family’s financial well-being, your hopes and dreams for retirement, and your legacy.
Helping Clients Retire Better Since 1979
Level Financial Advisors specializes in guiding clients towards a successful and fulfilling retirement. For those approaching retirement, or recently retired, we understand your priorities: making sure your life savings last, creating cash flow, and minimizing taxes.
Our expertise focuses on tax minimization through a variety time-sensitive and targeted strategies customized for your specific situation. We combine this expertise with unparalleled customer service and a commitment to what is widely considered the highest standards in our industry — all of our advisors are CFP® professionals. This ensures your advisor has the education and experience necessary to help you meet your goals.
Our firm is fee-only, meaning we do not sell products or earn commissions of any type and our advisors operate under the fiduciary standard, which requires that we always put your best interest first.
From the moment a person begins earning money they’re on a journey to their financial future. To help ensure it’s the one they envision, Level Financial Advisors provides the guidance tailored for every stage on that journey.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Level is engaged, or continues to be engaged, to provide investment advisory services.
Level Financial Advisors’ process includes regular reviews of each client’s needs, goals, and investments. Our teams coordinates with each client’s legal, accounting, and other professional advisors.
Clients charged by fee only. No commissions or product sales. Fees assessed as a percentage of assets managed. A minimum fee of $5,750 per year is charged for clients with investable assets less than 500K. Some exclusions apply.
Competitive and reasonable investment management fees. Fee schedule (for our non California-based clients):
| 1.15% | first 500K |
| 0.85% | next 500K |
| 0.5% | next 2M |
| 0.4% | next 7M |
| 0.3% | over 10M |
For example, a $1 million account would be charged 1.00% of assets; a $3.5 million account would be charged 0.63% of assets.
California Fee Schedule
Due to the costs of operating in California, a specific fee schedule is used for our clients serviced by our California advisors. Clients charged by fee only. No commissions or product sales. Fees assessed as a percentage of assets managed. A minimum fee of $6,000 is charged for clients with investable assets less than 600K. Some exclusions apply.
Competitive and reasonable investment management fees. Fee schedule:
| 1% | first 1M |
| 0.8% | next 1M |
| 0.7% | next 1M |
| 0.6% | next 1M |
| 0.4% | over 4M |
For example, a $1 million account would be charged 1.00% of assets; a $3.5 million account would be charged 0.8% of assets.
Client assets held by Charles Schwab & Co. Institutional Services as custodian. Complete historical account and tax records maintained by Level Financial Advisors.
* as of April 2025
