Level Financial Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$240⁠-⁠$480/hr

“Further, for some legacy clients who were charged hourly rates in previous engagements, before the creation of our current services, we offer hourly financial planning for fees that range from $240 to $480 per hour, depending on which advisor a client engages.”

Quarterly fee

$1,500/qtr

“0.3 percent of the amount above $10,000,000.00 For clients with less than $525,000 in assets, the firm may charge a minimum fee of $1,500 per quarter. 12 Form ADV - Part 2A One-quarter of our annual fee is collected from a portfolio in January, April, July, and October.”

Annual fee

$28,000/yr

“If their account remained at exactly the same value all year, their annual fee would be $28,000 (0.8 percent on an annual percentage basis).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Level Financial Advisors, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our asset-based fees are charged in advance at the beginning of each quarter.”
• “However, if a client prefers, fees can be billed directly to the client.”
• “Prompt payment by check or ACH is expected.”

How Level Financial Advisors, Inc.’s fees compare

• Its hourly rate of $240-$480 spans the New York median of $300. 68% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $28,000 is above the New York median of $6,250. 93% of the 80 other New York planners that publish an annual fee charge less.

About Level Financial Advisors, Inc.

• Firm size: 16 employees.
• Registered as an adviser: 1981 (45 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$250,000 in assets (stated in brochure)

Clients

728

Employees

16

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, and educational seminars and workshops

Assets managed

$975,191,940

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110641

Website

levelfa.com (opens in new tab)

Phone

(716) 634-6113

Can advise clients in 16 states: California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia, Washington

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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