Advisor at Levin Financial Planning
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Firm
Levin Financial Planning
Location
Wayland, MA 01778
Credentials
Series 65
Industry experience
20 years
Charles Levin is the sole advisor at Levin Financial Planning in Wayland, MA, holding a Series 65 license with 20 years of industry experience. He has led his independent firm since 2004, providing fee-only, hourly financial planning and investment advice. Levin Financial Planning serves individuals, families, small businesses, and retirement or profit-sharing plans using a fundamental, long-term buy-and-hold investment approach primarily with low-cost index funds and ETFs. The firm is notable for advising pension or profit-sharing plan clients despite being a solo, hourly-planning practice and is currently winding down operations and not accepting new clients.
Based on Levin Financial Planning
$300 per hour
Fee-only: $300 per hour; fee-only hourly financial planning and advisory services
13 Pelham Island Road
Wayland, MA 01778
Massachusetts
Levin Financial Planning
2004 - Present (22 years)
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Insurance agent
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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