Advisor at Level Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Level Financial Advisors, Inc.
Location
Hemet, CA
Credentials
CFP®, Series 65, Series 66
Industry experience
14 years
Evan Loomis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Level Financial Advisors, Inc. He previously operated his own consulting business, Loomis Financial Consulting, for eight years and worked at First Financial Consulting for four years. Level Financial Advisors is a fee-only firm that provides financial planning and investment management services to individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, incorporating tax-efficient portfolio management and participant education in its retirement-plan services.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Financial planning flat fees: Pre-Retirement Planning at $2,000 per year; On-Going Financial Planning minimum $4,000 per year; Project-Based Financial Planning minimum $1,000 per engagement
$0 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.85% $1,000,000.01 - $2,000,000: 0.8% $2,000,000.01 - $3,000,000: 0.7% $3,000,000.01 - $4,000,000: 0.6% $4,000,000.01 - $10,000,000: 0.4% $10,000,000.01+: 0.3%
Hourly financial planning fees ranging from $240 to $480 per hour for legacy clients
Account minimum: $525,000 Minimum fee: Minimum fee of $1,500 per quarter for clients with less than $525,000 in assets Fee-only: Asset-based fees and flat fees for financial planning; no commissions accepted
Hemet, CA
California · New York · Texas
Level Financial Advisors
2025 - Present (1 year)
Evan D Loomis dba Loomis Financial Consulting
2017 - 2025 (8 years)
First Financial Consulting
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Hemet, CA
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Banning, CA
Dan Hassey Investment Advisory
Series 66
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Alpha Wealth Management, LLC
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The Sullivan Group
Series 63, Series 65
Menifee, CA
Royal American Financial Advisors, LLC
CFP®, ChFC®, Series 63
Hemet, CA
Stirling Financial Group
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