Richard Levenson
Western Financial · San Diego, California
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Western Financial |
|---|---|
| Based in | San Diego, California |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $414.4M across 483 accounts |
| SEC registration | Investment adviser representative in CA, ID, TX · CRD 1683935 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.westfincorp.com |
| Profile |
How Richard's firm compares
- Western Financial's average account is about $858,000, from its Form ADV (assets managed divided by 483 accounts).
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Questions about Richard
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.
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
- Western Financial 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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