Jonathan Fritzinger
Advisor at Western Level Advisors LLC
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.
Advisor at Western Level Advisors LLC
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.
Location
Reno, NV
Credentials
Series 63, Series 65
Industry experience
3 years
Jonathan Fritzinger is a financial advisor at Western Level Advisors LLC in Reno, NV, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Sequent (North America) LLC, Quantum Capital, and Zazove Associates. Western Level Advisors LLC is a Nevada-registered independent investment adviser managing approximately $23 million across 24 client relationships. The firm serves individuals, high-net-worth clients, trusts, estates, and businesses, applying Modern Portfolio Theory within a core-plus-satellite framework using low-cost ETFs and index funds combined with sector, income, commodity, or active-manager satellite positions. The firm also offers retirement plan and small business pension consulting, including plan-type evaluation and employee education support.
Based on Western Level Advisors LLC
Based on Western Level Advisors LLC
Fixed fees ranging from $500 to $15,000 for financial planning and consulting services
$0 - $1,000,000: 0.95% annually $1,000,001 - $1,500,000: 0.75% annually $1,500,001 - $2,500,000: 0.70% annually $2,500,001 - $5,000,000: 0.65% annually $5,000,001+: 0.50% annually
Up to $250 per hour for financial planning and retirement plan consulting services
Fee-only: Hourly fees up to $250 per hour; fixed fees from $500 to $15,000; ongoing financial planning fees $500 to $15,000 annually; retirement plan advisory fees 0.50% to 0.90% annually
Reno, NV
California · Nevada
Western Level Advisors LLC
2022 - Present (4 years)
Sequent (North America) LLC
2019 - 2022 (3 years)
Quantum Capital
2017 - 2019 (2 years)
Zazove Associates
2010 - 2016 (6 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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