Level Up Wealth Management fees and pricing

Financial planner in Tampa, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 25, 2026, Level Up Wealth Management charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “The Advisor’s hourly fee will be billed at a rate of $300 per hour and will be negotiated and agreed upon by the parties in advance.”

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

“New account fees will be prorated from the inception of the account to the end of the first quarter.”
“The client will be responsible for the prorated fees based on the number of days in the month or quarter, up to and including the date of termination.”
“Any fees paid in advance will be prorated to the date of termination and any excess will be refunded to the client.”

Its hourly rate of $300 is above the Florida median of $288. 51% of the 372 other Florida planners that publish an hourly rate charge less.
11 of the 20 other planners in Tampa that publish an hourly rate charge less.

“Level Up Wealth Management will provide a copy of the Code of Ethics to any client or prospective client upon request.”

From the firm's description of its advisory business in its Form ADV brochure.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $11,489,362
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 339278
Website: levelupwealthmanagement.com (opens in new tab)
Phone: (813) 505-5989

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.