Please Note: The scope of any financial planning and consulting services to be provided depends upon the needs of the client. Level Financial does not serve as an attorney, accountant, or insurance agent. Level Financial does not prepare estate planning documents, tax returns, or sell insurance products.
**Level Financial Advisors receives a discount from Charles Schwab, Inc. for its Schwab Wealth Investment Advisory, Inc. fees for Blueprint clients. Because Level Financial Advisors custodies more than $100 million with Charles Schwab, the SWIA fee of .10% of assets is waived. This waiver is passed along to clients in the form of a reduced investment management fee.