Level Up Financial Planning, LLC

Overview

Level Up Financial Planning, LLC is a small, owner-operated independent registered investment adviser organized as a limited liability company. The firm serves individual and family clients, offering a mix of financial planning, portfolio management for individuals and small businesses, and the ability to select third‑party advisers on clients’ behalf. Operationally the business also lists accounting activity, and it charges clients using a blend of percentage-of-AUM, hourly and fixed-fee arrangements. The adviser reports that it acts as a capital allocator and shows a clear preference for equity exposure in client portfolios; it is not an active ESG investor and it is not positioned as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices