Fee-only adviser · Center Valley, PA
MB, Levis & Associates,llc
MB, Levis & Associates,llc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Center Valley, Pennsylvania. On its latest Form ADV, filed March 20, 2026, it reports $412M in regulatory assets under management, 170 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 164197 · SEC file 801-76841 |
| Office | 4647 Saucon Creek Road Suite 101 Center Valley, PA 18034 |
| Phone | (610) 419-9690 |
| Website | www.mblevis.com |
| Regulatory assets under management | $412M |
| Individual clients | 92 non-high-net-worth, 78 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Center Valley
- Brightside Wealth Planning, LLC $84M
- Shetland Financial, PLLC $3.1M
- Argyle Capital Management, LLC $356M
See all 4 fee-only advisers in Center Valley →
Nearby
- Bethlehem 6 firms
- Allentown 5 firms
- Macungie 1 firm
- Orefield 1 firm
- Perkasie 1 firm
- Mertztown 1 firm
- Nazareth 1 firm
- Alpha 1 firm
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