Jessica Smith
Longview Financial Advisors, Inc. · Brentwood, Tennessee
Jessica Smith is a fee-only financial advisor at Longview Financial Advisors, Inc. in Brentwood, Tennessee, who holds the BS, CAP and CFP credentials.
- $208M
- Firm assets managed
- $336,000
- Firm's average account
What Jessica focuses on
Who Jessica works with
- Executives
How does Jessica's firm compare?
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Longview Financial Advisors, Inc.'s average account is about $336,000, from its Form ADV (assets managed divided by 619 accounts).
Questions about Jessica
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $208.2M across 619 accounts |
| Credentials | BS · CAP · CFP · CLU · CPWA · MS |
| SEC registration | Investment adviser representative in AL, TX · CRD 5492682 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | longviewfa.com |
| Profile |
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Other fee-only advisors in Brentwood
Other advisors in Tennessee who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Longview Financial Advisors, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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