Debbie Levenson
Levenson Wealth LLC · Newtonville, Massachusetts
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.
Request an introduction to Debbie →
Specialties
Who they serve
- Pre-retirees
- Retirees
- Physicians
- Divorced individuals
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 | $111.0M across 120 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in LA, MA · CRD 5293654 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | levensonwealth.com |
How Debbie's firm compares
- A one-time plan starts at $4,000, above the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Levenson Wealth LLC's average account is about $925,000, from its Form ADV (assets managed divided by 120 accounts).
Request an introduction to Debbie
Tell Debbie a little about what you're looking for. Debbie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Debbie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Levenson Wealth LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.