William Levitt
Albion Financial Group · Salt Lake City, Utah
William Levitt is a fee-only financial advisor at Albion Financial Group in Salt Lake City, Utah. Albion Financial Group reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Albion Financial Group |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $2.01B across 2,298 accounts |
| SEC registration | Investment adviser representative in ID, UT · CRD 1252930 |
| Exams passed | Series 65 (1992) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.albionfinancial.com |
How William's firm compares
- Albion Financial Group's average account is about $876,000, from its Form ADV (assets managed divided by 2,298 accounts).
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Questions about William
Is William Levitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Albion Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Albion Financial Group, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is William Levitt based?
William Levitt is based in Salt Lake City, Utah.
Is William Levitt registered with the SEC?
Yes. William Levitt is registered as an investment adviser representative in ID and UT (CRD 1252930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Albion Financial Group manage?
Albion Financial Group reports $2.01B across 2,298 accounts in assets under management.
How do I contact William Levitt?
Through William's website, www.albionfinancial.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
- 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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