Advisor at Level Financial Advisors, Inc.
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Firm
Level Financial Advisors, Inc.
Location
East Amherst, NY 14051
Credentials
CFP®
Industry experience
1 year
Lucas Moshier is a CFP® professional with one year of experience currently serving as a financial advisor at Level Financial Advisors, Inc. His prior work includes roles at Alsheimer & Evarts Tax Accounting, Bright Futures Wealth Management, and teaching positions at The State University of New York and Alfred College. 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 employs an asset-allocation approach using diversified mutual funds and ETFs, with a focus on tax efficiency and client education.
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
9310 Transit Road, Suite 300
East Amherst, NY 14051
New York · Texas
Level Financial Advisors, Inc
2025 - Present (1 year)
Level Financial Advisors
2023 - 2025 (2 years)
Level Financial Advisors
2023 - 2023 (1 year)
Alsheimer & Evarts Tax Accounting
2022 - 2022 (1 year)
The State University of New York
2021 - 2021 (1 year)
Bright Futures Wealth Mgmt
2021 - 2022 (1 year)
Carpies Bar & Grill
2020 - 2020 (1 year)
Alfred College
2019 - 2023 (4 years)
The Inn at 28
2019 - 2019 (1 year)
Giant Food Mart
2018 - 2019 (1 year)
Cuba-Rushford High School
2015 - 2019 (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.
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