# Level Four Advisory Services

**Source:** https://www.startuphub.ai/startups/level-four-advisory-services
**Profile type:** Startup

> Independent wealth management firm providing fee-based financial advice and planning.

## About

Level Four Advisory Services is an independent, fee-based wealth management firm providing comprehensive financial advice and tailored strategies. They focus on objective, customized financial planning without requiring clients to purchase products or move assets. The firm serves individuals and families, business owners and executives, and professional athletes and entertainers.

## Key facts

- **Slug:** level-four-advisory-services
- **Website:** https://levelfourgroup.com
- **Location:** Scottsdale, United States
- **Founded:** 2005-01-01
- **Employees:** 154
- **Operating status:** Active
- **Sectors / tags:** Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Estate Planning, Fee-Only Financial Advisor
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/levelfourgroup

## Frequently asked

### What does Level Four Advisory Services do?

Level Four Advisory Services is an independent, fee-based wealth management firm providing comprehensive financial advice and tailored strategies. They focus on objective, customized financial planning without requiring clients to purchase products or move assets. The firm serves individuals and families, business owners and executives, and professional athletes and entertainers.

### Where is Level Four Advisory Services headquartered?

Level Four Advisory Services is headquartered in Scottsdale, United States.

### When was Level Four Advisory Services founded?

Level Four Advisory Services was founded in 2005.

### What industry does Level Four Advisory Services operate in?

Level Four Advisory Services operates in Wealth Management, Financial Planning, Investment Advisory, Retirement Planning, Estate Planning, Fee-Only Financial Advisor.

### How many employees does Level Four Advisory Services have?

Level Four Advisory Services has approximately 154 people on record.

## JSON-LD

Structured data aligned with this page's `<script type="application/ld+json">` (included when the profile is server-rendered).

```json
{
  "@context": "https://schema.org",
  "@graph": [
    {
      "@type": "BreadcrumbList",
      "itemListElement": [
        {
          "@type": "ListItem",
          "position": 1,
          "name": "Home",
          "item": "https://www.startuphub.ai"
        },
        {
          "@type": "ListItem",
          "position": 2,
          "name": "Startups",
          "item": "https://www.startuphub.ai/startups"
        },
        {
          "@type": "ListItem",
          "position": 3,
          "name": "Level Four Advisory Services",
          "item": "https://www.startuphub.ai/startups/level-four-advisory-services"
        }
      ]
    },
    {
      "@type": "ProfilePage",
      "@id": "https://www.startuphub.ai/startups/level-four-advisory-services#webpage",
      "url": "https://www.startuphub.ai/startups/level-four-advisory-services",
      "name": "Level Four Advisory Services - AI Startup Profile | StartupHub.ai",
      "description": "This is the official profile of Level Four Advisory Services. Level Four Advisory Services is a startup founded in 2005, operating in Wealth Management and Financial Planning. Independent wealth management firm providing fee-based financial advice and planning. Headquartered in Scottsdale, United States. The company has approximately 154 employees.",
      "dateModified": "2026-05-20T22:03:49.942+00:00",
      "mainEntity": {
        "@id": "https://www.startuphub.ai/startups/level-four-advisory-services#organization"
      }
    },
    {
      "@type": "Organization",
      "@id": "https://www.startuphub.ai/startups/level-four-advisory-services#organization",
      "name": "Level Four Advisory Services",
      "url": "https://levelfourgroup.com",
      "logo": "https://cdn.startuphub.ai/storage/v1/object/public/entity-images/logos/b698ff35-874b-4aaf-aa64-87f494e66cb5-square.webp",
      "image": "https://cdn.startuphub.ai/storage/v1/object/public/entity-images/logos/b698ff35-874b-4aaf-aa64-87f494e66cb5-square.webp",
      "description": "This is the official profile of Level Four Advisory Services. Level Four Advisory Services is a startup founded in 2005, operating in Wealth Management and Financial Planning. Independent wealth management firm providing fee-based financial advice and planning. Headquartered in Scottsdale, United States. The company has approximately 154 employees.",
      "sameAs": [
        "https://www.linkedin.com/company/levelfourgroup",
        "https://www.startuphub.ai/startups/level-four-advisory-services"
      ],
      "foundingDate": "2005-01-01",
      "numberOfEmployees": {
        "@type": "QuantitativeValue",
        "value": 154
      },
      "address": {
        "@type": "PostalAddress",
        "addressLocality": "Scottsdale",
        "addressCountry": "US"
      },
      "knowsAbout": [
        "Wealth Management",
        "Financial Planning",
        "Investment Advisory",
        "Retirement Planning",
        "Estate Planning",
        "Fee-Only Financial Advisor"
      ]
    }
  ]
}
```