# Debbie Levenson

> Debbie Levenson is a fee-only financial advisor at Levenson Wealth LLC in Newtonville, Massachusetts, who holds the CFP and MBA credentials. Debbie charges a one-time planning fee and an ongoing planning fee (one-time plans from $4,000) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/debbie-levenson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Levenson Wealth LLC
- **Based in:** Newtonville, Massachusetts
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $4,000
- **Assets under management (firm):** $111.0M across 120 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees, Retirees, Physicians, Divorced individuals
- **CRD:** 5293654 (https://adviserinfo.sec.gov/individual/summary/5293654)
- **SEC registration:** Investment adviser representative in LA, MA
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://levensonwealth.com

## Frequently asked questions

### Is Debbie Levenson a fee-only financial advisor?

Yes. Debbie Levenson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Debbie's firm.

### How does Debbie charge for financial advice?

Debbie charges a one-time planning fee and an ongoing planning fee.

### How much does Debbie charge?

According to Levenson Wealth LLC's website, checked October 28, 2026: one-time plans from $4,000.

### Where is Debbie Levenson based?

Debbie Levenson is based in Newtonville, Massachusetts.

### What does Debbie specialize in?

Debbie's specialties include retirement planning. Debbie works with pre-retirees, retirees, physicians and divorced individuals.

### What credentials does Debbie Levenson hold?

Debbie Levenson holds the CFP and MBA credentials.

### Is Debbie Levenson registered with the SEC?

Yes. Debbie Levenson is registered as an investment adviser representative in LA and MA (CRD 5293654), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Levenson Wealth LLC manage?

Levenson Wealth LLC reports $111.0M across 120 accounts in assets under management.

### How do I contact Debbie Levenson?

Through Debbie's website, levensonwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39448): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.levensonwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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