Firm
Levenson Wealth LLC
Newtonville, Massachusetts
Fee-only
Levenson Wealth LLC at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 27 individual clients, 27 of them high net worth.
- Its average account is about $925,000 (assets it manages divided by its 120 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Newtonville, Massachusetts |
|---|---|
| Website | levensonwealth.com |
| [email protected] | |
| Phone | (617) 527-1623 |
Levenson Wealth LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,000 |
|---|---|
| How it charges | One-time plans or projects · Ongoing planning fee |
In the firm's words
"Financial planning project fees range from $4,000 to $9,000, depending on the complexity of the client's needs." source
"Financial planning project fees range from $4,000 to $9,000, depending on the complexity of the client's needs." source
"Ongoing fees for wealth planning services, which include both financial planning and investment management, are as follows:" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $111 million |
| High-net-worth clients | 27 |
| Accounts managed | 120 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-135743) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 288726 |