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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 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 does not charge a percentage fee based on the size of your portfolio for investment management. Instead, investment management is included as part of their Open Retainer service, which is billed as a flat annual fee ranging from $4,000 to $30,000 for the first year and $4,000 to $24,000 for renewal years. The exact fee depends on the complexity of your financial situation and the amount of marketable assets you have. Because investment management is bundled into this flat-fee arrangement, you do not pay separate asset-based fees.
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
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.
Exams
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.
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