Dana Levit is a CFP-designated registered investment advisor at Paragon Financial Advisors, based in Newton, MA, with 24 years of industry experience. Dana 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, Insurance Planning, and 5 more. Their firm serves 36 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Paragon Financial Advisors provides investment management as part of its Open Retainer service, which is a flat annual fee for financial planning and investment advice. The fee is based on your assets and the complexity of your financial situation. Paragon Financial Advisors does not offer investment management as a standalone service.
Contact
Dana Levit
Location
1150 Walnut St, Newton, MA, 02461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paragon Financial Advisors
Previous Registrations
Back Bay Financial Group, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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Additional Information
Dana J. Levit, CFP® is the owner of Paragon Financial Advisors. She enjoys helping clients explore and achieve their life goals through effective comprehensive financial planning. She is a Certified Financial Planner™ practitioner and has over ten years of experience in financial management and education.