Levin Financial Planning fees and pricing

Financial planner in Wayland, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 31, 2026, Levin Financial Planning charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Fees for engagements are negotiable and are based upon providing financial planning and investment advisory services at a rate of $350 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are not collected for services to be provided more than 6 months in advance.”
“The balance of fees due is payable immediately upon presentation of the plan or advice to the client. 4 Either party may terminate an engagement upon written notice within 5 days of signing the Service Agreement, at which time no fees would be due.”
“Should the client terminate the engagement after this date, the client is responsible, and will be invoiced, for actual time incurred by LFP for services performed from 5 days of signing the Service Agreement to the date the client notifies LFP of termination.”

Its hourly rate of $350 is above the Massachusetts median of $300. 62% of the 183 other Massachusetts planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Charles Levin
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2004 (22 years).

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