# John Levis

> John Levis is a fee-only financial advisor at MB, Levis & Associates in Center Valley, Pennsylvania, who holds the CFP credential. MB, Levis & Associates reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-levis/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** MB, Levis & Associates
- **Based in:** Center Valley, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $411.6M across 575 accounts
- **Credentials:** CFP
- **CRD:** 2326190 (https://adviserinfo.sec.gov/individual/summary/2326190)
- **SEC registration:** Investment adviser representative in PA, TX
- **Exams passed:** Series 63 (1994)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.mblevis.com

## Frequently asked questions

### Is John Levis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and MB, Levis & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, MB, Levis & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Levis based?

John Levis is based in Center Valley, Pennsylvania.

### What credentials does John Levis hold?

John Levis holds the CFP credential.

### Is John Levis registered with the SEC?

Yes. John Levis is registered as an investment adviser representative in PA and TX (CRD 2326190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MB, Levis & Associates manage?

MB, Levis & Associates reports $411.6M across 575 accounts in assets under management.

### How do I contact John Levis?

Through John's website, www.mblevis.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2326190): 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

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