Evan Loomis is a CFP-designated registered investment advisor at Level Financial Advisors, INC., based in Hemet, CA, with 14 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more. Their firm serves 697 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients who were with us before our current fee schedule was adopted may be grandfathered on different schedules. Some pay lower fees than those noted above or are exempt from fees. We do not charge fees for accounts of principals, or employees, or members of their immediate families.
Fee Estimator
Contact
Evan Loomis
Location
Hemet, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Evan is an Investment Advisor Representative for Level Financial Advisors, starting in April 2025. He works full-time for this business during securities trading hours.
Employment History
Current Registrations
Level Financial Advisors, INC.
Previous Registrations
Loomis Financial Consulting
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.