Level Financial Advisors, Inc.
Level Financial Advisors, Inc. is a fee-only financial planning and investment management firm based in Amherst, New York. Founded in 1980, the firm specializes in providing personalized financial advice and investment portfolio management for individuals and families, particularly high net worth clients. As of April 2025, they manage over $684 million in assets and employ approximately 15 professionals. Level Financial Advisors emphasizes honesty, integrity, flexibility, and transparency, serving clients primarily in the United States.
Investment Strategy
Level Financial Advisors employs a personalized and goals-based investment approach, focusing on long-term wealth management for individuals and families. Their strategy relies on comprehensive financial planning, diversified portfolio construction, and prudent use of passive investment vehicles like ETFs and mutual funds. The firm avoids commissions, prioritizing fee-only advisory services to ensure objectivity and alignment with client interests. Their investment philosophy values transparency, integrity, and a holistic understanding of client financial situations.
Top Holdings
Equity Positions (94)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.37% | $54.5M | 89,025 | $425.67 | $612.38 | +$3.9M |
V VGSH | VANGUARD SCOTTSDALE FDS | 7.40% | $26.3M | 446,325 | $59.59 | $58.85 | +$1.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 6.94% | $24.6M | 411,093 | $47.37 | $59.92 | +$1.7M |
B BSV | VANGUARD BD INDEX FDS | 4.39% | $15.6M | 197,233 | $80.02 | $78.91 | +$454.0K |
D DUHP | DIMENSIONAL ETF TRUST | 4.10% | $14.5M | 385,198 | $29.49 | $37.77 | +$1.6M |