Lucas Casarez is a CFP-designated registered investment advisor at Level Up Financial Planning, LLC, based in Timnath, CO, with 10 years of industry experience. Lucas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 8 more. Their firm serves 53 clients with $5.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Fees are negotiable.
Fee Estimator
Contact
Lucas Casarez
Location
Timnath, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lucas owns and works as a tax preparer for Power Up Tax Planning Services, LLC since 2019. He dedicates about half his time to this activity between February and April, primarily during tax season.
Employment History
Current Registrations
Level Up Financial Planning, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Cwm, LLC
Western Wealth Management LLC
LPL Financial LLCBroker
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
Additional Information
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