BC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
145 advisors
Number of Clients
14,510 clients
Average Client Portfolio
$367K average
Assets Under Management
$5.3B
Fee Structure
Hourly Rate:Up to $300/hr
LFAS offers financial planning services billed hourly (not to exceed $300/hour) or as a fixed fee, both of which are negotiable. Annual consulting services are also available with negotiable fees, payable monthly or quarterly. For asset management, fees are negotiable, with a maximum of 2.50%. The Participant Asset Management Program has a maximum fee of 1.25%, also negotiable. ICA Platform Program fees do not exceed 2.5% annually and are negotiable.
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Loading...
Advisor Information
Office location
Burbank, CA
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1988Final Disposition
Other Business Activities
Brian is the owner/operator of VTG Alpine, an e-commerce rental business selling vintage alpine sports accessories and decorative items, since October 2024. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Level Four Advisory Services
March 2021 - Present · 4 yrs 10 mos
Level Four Financial, LLCBroker
May 2010 - Present · 15 yrs 8 mos
Previous Registrations
Level Four Financial, LLC
January 2011 - December 2021 · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2008 - April 2010 · 1 yr 8 mos
H&r Block Financial Advisors, INC.
July 2004 - August 2008 · 4 yrs 1 mo
H&r Block Financial Advisors, INC.Broker
July 2004 - August 2008 · 4 yrs 1 mo
Quick & Reilly, INC.
November 2002 - August 2004 · 1 yr 9 mos
Quick & Reilly, INC.Broker
January 2002 - August 2004 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 1997 - September 2001 · 4 yrs
Corna Securities, INC.Broker
February 1995 - August 1997 · 2 yrs 6 mos
State Registrations9 states
AZCAFLGAILNVNYOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.