# Daniel Levinson

> Daniel Levinson is a fee-only financial advisor at Blue Bell Private Wealth Management in Blue Bell, Pennsylvania, who holds the CFP credential. Daniel focuses on tax planning and retirement planning. Blue Bell Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-levinson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Blue Bell Private Wealth Management
- **Based in:** Blue Bell, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $1.12B across 2,249 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **Works with:** Retirees
- **CRD:** 6277806 (https://adviserinfo.sec.gov/individual/summary/6277806)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2014)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://bluebellpwm.com/

## Frequently asked questions

### Is Daniel Levinson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Blue Bell Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Blue Bell Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Levinson based?

Daniel Levinson is based in Blue Bell, Pennsylvania.

### What does Daniel specialize in?

Daniel's specialties include tax planning and retirement planning. Daniel works with retirees.

### What credentials does Daniel Levinson hold?

Daniel Levinson holds the CFP credential.

### Is Daniel Levinson registered with the SEC?

Yes. Daniel Levinson is registered as an investment adviser representative in PA (CRD 6277806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Bell Private Wealth Management manage?

Blue Bell Private Wealth Management reports $1.12B across 2,249 accounts in assets under management.

### How do I contact Daniel Levinson?

Through Daniel's website, bluebellpwm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6277806): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.bluebellpwm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.