Zachary Levine
HWC Financial · Manchester Center, Vermont
Zachary Levine is a fee-only financial advisor at HWC Financial in Manchester Center, Vermont. Zachary focuses on retirement planning, tax planning and estate & legacy planning. HWC Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Zachary →
Specialties
Facts
| Firm | HWC Financial |
|---|---|
| Based in | Manchester Center, Vermont |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $60.4M across 310 accounts |
| SEC registration | Investment adviser representative in VT · CRD 5585848 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hwcfinancial.com |
| Profile |
How Zachary's firm compares
- HWC Financial's average account is about $195,000, from its Form ADV (assets managed divided by 310 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary 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 Zachary
Is Zachary Levine a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and HWC Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, HWC Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Levine based?
Zachary Levine is based in Manchester Center, Vermont.
What does Zachary specialize in?
Zachary's specialties include retirement planning, tax planning and estate & legacy planning.
Is Zachary Levine registered with the SEC?
Yes. Zachary Levine is registered as an investment adviser representative in VT (CRD 5585848), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HWC Financial manage?
HWC Financial reports $60.4M across 310 accounts in assets under management.
How do I contact Zachary Levine?
Through Zachary's website, www.hwcfinancial.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
- HWC 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.
See something wrong? Request a correction. Read our methodology.