Level Up Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“For any earned but unpaid fees, the client will be billed at an hourly rate of $300 for the work completed up to the date of termination.”

Flat or project fee

$250⁠-⁠$6,000

“The fixed fee can range between $250.00 and $6,000 depending on complexity and scope of the project.”

Monthly fee

$150⁠-⁠$350/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of up to $3,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150 - $350 per month based on complexity and needs of the client.”

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

How Level Up Financial Planning, LLC bills

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

• “That average is multiplied by the prorated advisory fee for that period to arrive at the annual fee for that quarter.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”

How Level Up Financial Planning, LLC’s fees compare

• Its hourly rate of $300 matches the Colorado median of $300. 50% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$6,000 spans the Colorado median of $5,250. 32% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Level Up Financial Planning, LLC

• Principal: Lucas Casarez
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2017 (9 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

Highest asset based fee in brochure

0.9% a year

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$7,320,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

289967

Website

twitter.com/lukecfplevelup (opens in new tab)

Phone

(970) 222-6783

Can advise clients in 2 states: California, Colorado

Other planners in Colorado that publish fees

• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000
• Ace Wealth Partners, LLCWestminster$200/hr, $1,500⁠-⁠$2,500

Compare all 479 planners in Colorado