CRD: 289967
Level UP Financial Planning, LLC
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-01-2017
- Office Locations
- 1
Office Locations
About Level UP Financial Planning, LLC
Level Up Financial Planning is a fee-only RIA built for tech professionals, providing comprehensive, education-first planning through its ongoing “Strategy Guide” process. Financial planning is required for its optional wealth management, with portfolios largely implemented using ETFs. The firm emphasizes employer stock and tax planning expertise and posts pricing transparently on its website; it is listed with NAPFA and XY Planning Network.
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
LUCAS ANTHONY CASAREZ
Certified Financial Planner, Chief Compliance Officer
- CRD
- #6432202
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,320,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,320,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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