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 Alternative Investments, Business Owners, Divorce Planning, Education Planning, and 9 more. Their firm serves 728 clients with $980M 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% |
Cash management services are charged at a flat rate of 0.25% annually. Direct indexing accounts incur a separate sub-advisory fee charged by Vanguard.
Fee Estimator
Contact
Evan Loomis
Location
Hemet, CA
Get directionsHistory
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.
Exams
More Advisors
- Robert Brood, CFPLPL Financial LLC
- Ian Weeks, CFP, ChFCStirling Financial Group
- Robert Seibert, CFPLPL Financial LLC
- Damon Friedman, CFPCommonwealth Financial Network
- Darren Canada, CFPRaymond James Financial Services Advisors, INC