Charles Levin
Levin Financial Planning · Wayland, Massachusetts
Charles Levin is a fee-only financial advisor at Levin Financial Planning in Wayland, Massachusetts. Levin Financial Planning reports charging hourly fees on its Form ADV.
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Facts
| Firm | Levin Financial Planning |
|---|---|
| Based in | Wayland, Massachusetts |
| Fee model (firm's Form ADV) | Hourly |
| SEC registration | Investment adviser representative in MA · CRD 4334514 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
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Questions about Charles
Is Charles Levin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Levin Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Levin Financial Planning, reports charging hourly fees on its SEC Form ADV.
Where is Charles Levin based?
Charles Levin is based in Wayland, Massachusetts.
Is Charles Levin registered with the SEC?
Yes. Charles Levin is registered as an investment adviser representative in MA (CRD 4334514), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Charles Levin?
Contact details aren't on file yet. Search for Levin Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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