L
Levin Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
10
80% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$0
About
Levin Financial Planning provides fee-only, hourly financial planning and investment advice primarily to individuals and families and, in some cases, to small businesses and retirement or profit-sharing plans. Engagements are structured as as-needed, written service agreements that result in analyses and written recommendations on topics such as asset allocation, investment selection, retirement planning and tax planning.
The firm follows a fundamental, long-term buy-and-hold investment philosophy and typically implements recommended asset allocations with low-cost, no-load index mutual funds and ETFs while advising periodic rebalancing. Services are delivered on an hourly basis without ongoing portfolio monitoring, discretionary trading authority, custody of client assets, or percentage-of-assets fees.
Compared with peers, the firm is notable for advising pension or profit-sharing plan clients despite operating as a solo, hourly-planning practice, and its principal holds CPA and PFS credentials along with prior institutional retirement-plan management experience. The firm is in the process of winding down and is no longer accepting new clients, which limits future availability of its services.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Cash flow / budgeting
Fee options
$300 per hour
Fee-only: $300 per hour; fee-only hourly financial planning and advisory services
Main office location
Levin Financial Planning
Wayland MA, United States
Number of offices
1
Most active in
Levin Financial Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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