Steven Levenson
Western Financial · Eagle, Idaho
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Western Financial |
|---|---|
| Based in | Eagle, Idaho |
| 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 · CRD 6843600 |
| Exams passed | Series 63 (2017) · Series 65 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.westfincorp.com |
How Steven'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 Steven
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.
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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