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
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Advisor Information

Office location

12400 Coit Road, Suite 700, Dallas, TX, 75251

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Level Four Financial, LLCBroker
March 2025 - Present · 10 mos
Level Four Advisory Services
March 2025 - Present · 10 mos
Previous Registrations
LPL Financial LLC
January 2021 - March 2025 · 4 yrs 2 mos
LPL Financial LLC Broker
January 2021 - March 2025 · 4 yrs 2 mos
Brokers Financial
July 2020 - January 2021 · 6 mos
Brokers International Financial Services, LLC. Broker
July 2020 - January 2021 · 6 mos
Cetera Investment Advisers LLC
June 2017 - April 2020 · 2 yrs 10 mos
Cetera Investment Services LLCBroker
April 2017 - April 2020 · 3 yrs
Fifth Third Securities, INC.
May 2010 - April 2017 · 6 yrs 11 mos
Fifth Third Securities, INC. Broker
May 2010 - April 2017 · 6 yrs 11 mos
The Huntington Investment Company
July 2009 - April 2010 · 9 mos
The Huntington Investment Company Broker
July 2009 - April 2010 · 9 mos
Natcity Investments, INC.
September 2007 - June 2009 · 1 yr 9 mos
Natcity Investments, INC.Broker
November 2003 - June 2009 · 5 yrs 7 mos
PFS Investments INC. Broker
August 2003 - November 2003 · 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.