Dana Levit
Paragon Financial Advisors · Newton, Massachusetts
Dana Levit is a fee-only financial advisor at Paragon Financial Advisors in Newton, Massachusetts, who holds the CFP credential. Dana charges hourly fees and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Paragon Financial Advisors |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model | Hourly · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $113M across 319 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4551389 |
| Exams passed | Series 65 (2000) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.paragonfinancialadvisors.com |
| Profile |
How Dana's firm compares
- Paragon Financial Advisors's average account is about $354,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Dana
Is Dana Levit a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dana holds no broker registration, and Paragon Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dana charge for financial advice?
Dana charges hourly fees and an ongoing planning fee.
Where is Dana Levit based?
Dana Levit is based in Newton, Massachusetts.
What does Dana specialize in?
Dana's specialties include retirement planning, estate & legacy planning and tax planning. Dana works with pre-retirees and retirees.
What credentials does Dana Levit hold?
Dana Levit holds the CFP credential.
Is Dana Levit registered with the SEC?
Yes. Dana Levit is registered as an investment adviser representative in MA (CRD 4551389), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paragon Financial Advisors manage?
Paragon Financial Advisors reports $113M across 319 accounts in assets under management.
How do I contact Dana Levit?
Through Dana's website, www.paragonfinancialadvisors.com.
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
- Paragon Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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