Level Financial Advisors, INC.
East Amherst, NY·SEC-registered · CRD #110641
Level Financial Advisors, INC. is an SEC-registered investment advisory firm in East Amherst, NY managing $863M across 2.2k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$863M
Client accounts
2.2k
Advisory staff
9
Fee model
Fee-based
How Level Financial Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Level Financial Advisors, INC.
How much does Level Financial Advisors, INC. manage?
Per its most recent SEC Form ADV filing (05/18/2026), Level Financial Advisors, INC. reports $863M in regulatory assets under management across roughly 2.2k client accounts.
How does Level Financial Advisors, INC. charge?
Level Financial Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Level Financial Advisors, INC. a fiduciary?
Yes. Level Financial Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #110641), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Level Financial Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Level Financial Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in East Amherst, NY
Profile compiled from Level Financial Advisors, INC.'s public SEC Form ADV filing (CRD #110641, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Level Financial Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Level Financial Advisors, INC.? Claim this profile.