Daniel Levinson
Blue Bell Private Wealth Management · Blue Bell, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
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 | $1.12B across 2,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6277806 |
| Exams passed | Series 66 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | bluebellpwm.com |
How Daniel's firm compares
- Blue Bell Private Wealth Management's average account is about $499,000, from its Form ADV (assets managed divided by 2,249 accounts).
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Questions about Daniel
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.
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
- Blue Bell Private Wealth Management 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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