# Steven Levenson

> Steven Levenson is a fee-only financial advisor at Western Financial in Eagle, Idaho. Steven charges a percentage of assets and focuses on retirement planning.

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

## Facts

- **Firm:** Western Financial
- **Based in:** Eagle, Idaho
- **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:** 6843600 (https://adviserinfo.sec.gov/individual/summary/6843600)
- **SEC registration:** Investment adviser representative in CA, ID
- **Exams passed:** Series 63 (2017), Series 65 (2019)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** http://www.westfincorp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?

Steven charges a percentage of assets.

### Where is Steven Levenson based?

Steven Levenson is based in Eagle, Idaho.

### What does Steven specialize in?

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

### Is Steven Levenson registered with the SEC?

Yes. Steven Levenson is registered as an investment adviser representative in CA and ID (CRD 6843600), 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 Steven Levenson?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6843600): 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.