# Richard Levenson

> Richard Levenson is a fee-only financial advisor at Western Financial in San Diego, California. Richard charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** Western Financial
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $414.4M across 483 accounts
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 1683935 (https://adviserinfo.sec.gov/individual/summary/1683935)
- **SEC registration:** Investment adviser representative in CA, ID, TX
- **Exams passed:** Series 66 (2013)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.westfincorp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Western Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard charges a percentage of assets.

### Where is Richard Levenson based?

Richard Levenson is based in San Diego, California.

### What does Richard specialize in?

Richard's specialties include retirement planning. Richard works with retirees.

### Is Richard Levenson registered with the SEC?

Yes. Richard Levenson is registered as an investment adviser representative in CA, ID and TX (CRD 1683935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Western Financial manage?

Western Financial reports $414.4M across 483 accounts in assets under management.

### How do I contact Richard Levenson?

Through Richard's website, www.westfincorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1683935): 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://westfincorp.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.