Theodore Levin
Grant Koehler & Levin · Sarasota, Florida
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).
Request an introduction to Theodore →
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 | $289.4M across 195 accounts |
| SEC registration | Investment adviser representative in FL, WA, WI · CRD 4580893 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.dollarsatwork.com |
How Theodore's firm compares
- Grant Koehler & Levin's average account is about $1.5 million, from its Form ADV (assets managed divided by 195 accounts).
Request an introduction to Theodore
Tell Theodore a little about what you're looking for. Theodore isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Theodore
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.
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
- Grant Koehler & Levin 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.
See something wrong? Request a correction. Read our methodology.