# Jessica Smith

> Jessica Smith is a fee-only financial advisor at Longview Financial Advisors, Inc. in Brentwood, Tennessee, who holds the BS, CAP and CFP credentials. Jessica focuses on equity compensation. Longview Financial Advisors, Inc. reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jessica-smith-8881/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Longview Financial Advisors, Inc.
- **Based in:** Brentwood, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $750,000 or more
- **Assets under management (firm):** $208.2M across 619 accounts
- **Credentials:** BS, CAP, CFP, CLU, CPWA, MS
- **Specialties:** Equity compensation
- **Works with:** Executives
- **CRD:** 5492682 (https://adviserinfo.sec.gov/individual/summary/5492682)
- **SEC registration:** Investment adviser representative in AL, TX
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://longviewfa.com

## Frequently asked questions

### Is Jessica Smith a fee-only financial advisor?

Yes. Jessica Smith is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jessica's firm.

### How does Jessica Smith charge for financial advice?

Jessica's firm, Longview Financial Advisors, Inc., reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Jessica Smith charge?

According to Longview Financial Advisors, Inc.'s website, checked October 28, 2026: typically works with clients with $750,000 or more.

### Where is Jessica Smith based?

Jessica Smith is based in Brentwood, Tennessee.

### What does Jessica Smith specialize in?

Jessica Smith's specialties include equity compensation. Jessica works with executives.

### What credentials does Jessica Smith hold?

Jessica Smith holds the BS, CAP, CFP, CLU, CPWA and MS credentials.

### Is Jessica Smith registered with the SEC?

Yes. Jessica Smith is registered as an investment adviser representative in AL and TX (CRD 5492682), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Longview Financial Advisors, Inc. manage?

Longview Financial Advisors, Inc. reports $208.2M across 619 accounts in assets under management.

### How do I contact Jessica Smith?

Through Jessica Smith's website, longviewfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6022): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://longviewfa.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.