Level Up Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,320,000
Total clients
61
16% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
61
Average account size
$120,000
About
The firm serves individual clients, including high-net-worth households, providing discretionary portfolio management, comprehensive and project-based financial planning, and coordination with third‑party money managers. As a state-registered adviser it reports managing about $7.3 million in client assets for roughly 61 clients.
Investment approach is primarily passive, building portfolios from index mutual funds and ETFs to capture asset-class exposures with an emphasis on low internal costs and tax efficiency, while the firm also applies technical and cyclical analysis in its investment reviews. The adviser provides discretionary trading, may recommend outside managers, and uses custodial platforms described in the brochure to execute and custody client accounts.
A distinctive feature is that the firm’s principal operates an affiliated tax‑preparation business and may provide tax‑preparation services to advisory clients, a relationship disclosed in the brochure as a potential conflict of interest. That integration of tax services with financial planning and portfolio management, plus the seasonal tax-practice hours the firm reports, is relatively uncommon among independent advisers of this size.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees for financial planning projects ranging from $250 to $6,000; one-time project fixed fees vary by complexity
$1 - $10,000,000: 0.9% annually
Financial planning hourly fee between $300 and $400 per hour
Ongoing comprehensive financial planning charged monthly in advance at $150 to $350 per month
Fee-only: Financial planning fixed fees from $250 to $6,000 depending on complexity and scope; hourly fees $300 to $400 per hour; comprehensive financial planning ongoing fees $150 to $350 per month, plus upfront charge up to $3,000
Main office location
Level Up Financial Planning, LLC
Timnath CO, United States
Number of offices
1
Most active in
Level Up Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
X
Instagram
Website
970-222-6783
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")