Western Level Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$15,000/hr

“Fixed fees are based upon the expected number of hours to complete the engagement scope at the Advisor’s hourly rate and may range from $500 to $15,000.”

Annual fee

$500⁠-⁠$15,000/yr

“Ongoing financial planning and consulting engagements range from $500 to $15,000 annually.”

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

How Western Level Advisors LLC bills

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

• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “The fee will be charged quarterly in arrears.”

How Western Level Advisors LLC’s fees compare

• Its hourly rate of $500-$15,000 is above the Nevada median of $300. 100% of the 64 other Nevada planners that publish an hourly rate charge less.
• 21 of the 21 other planners in Reno that publish an hourly rate charge less.
• Its annual fee of $500-$15,000 spans the Nevada median of $8,000. 44% of the 16 other Nevada planners that publish an annual fee charge less.
• 3 of the 4 other planners in Reno that publish an annual fee charge less.

About Western Level Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

0.95% a year

Clients

30

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$23,681,968

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323014

Website

youtube.com/@WesternLevelAdvisors (opens in new tab)

Phone

(415) 596-2464

Can advise clients in 2 states: California, Nevada

Other planners in Reno that publish fees

• Advowealth Advisors, LLCReno$350/hr, $750⁠-⁠$10,000
• Alchemy Wealth ManagementReno$350/hr, $5,000⁠-⁠$15,000
• Athena Wealth Management, LLCReno$500/hr, $1,000⁠-⁠$10,000
• Belpointe Asset Management LLCReno$500/hr
• Caskwise Capital IncReno$3,500⁠-⁠$15,000, $1,200/qtr
• Discretionary Inc.Reno$350/hr, $5,000

Compare all 36 planners in Reno