Charles Levin is a registered investment advisor at Levin Financial Planning, based in Wayland, MA, with 20 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 59 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Levin Financial Planning does not manage investments. They provide advice on asset allocation and investment selection, primarily recommending low-cost, no-load index mutual funds and exchange-traded funds (ETFs).
Location
13 Pelham Island Road, Wayland, MA, 01778
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Levin Financial Planning
State Registrations1 state
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