# Theodore Levin

> Theodore Levin is a fee-only financial advisor at Grant Koehler & Levin in Sarasota, Florida. Theodore charges a percentage of assets (0.5%–1.2% a year of assets managed).

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

## Facts

- **Firm:** Grant Koehler & Levin
- **Based in:** Sarasota, Florida
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1.2% a year of assets managed
- **Assets under management (firm):** $289.4M across 195 accounts
- **CRD:** 4580893 (https://adviserinfo.sec.gov/individual/summary/4580893)
- **SEC registration:** Investment adviser representative in FL, WA, WI
- **Exams passed:** Series 63 (2002), Series 65 (2003)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.dollarsatwork.com

## Frequently asked questions

### Is Theodore Levin a fee-only financial advisor?

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

### How does Theodore charge for financial advice?

Theodore charges a percentage of assets.

### How much does Theodore charge?

According to Grant Koehler & Levin's website, checked October 30, 2026: 0.5%–1.2% a year of assets managed.

### Where is Theodore Levin based?

Theodore Levin is based in Sarasota, Florida.

### Is Theodore Levin registered with the SEC?

Yes. Theodore Levin is registered as an investment adviser representative in FL, WA and WI (CRD 4580893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Grant Koehler & Levin manage?

Grant Koehler & Levin reports $289.4M across 195 accounts in assets under management.

### How do I contact Theodore Levin?

Through Theodore's website, www.dollarsatwork.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4580893): 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://dollarsatwork.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.