# Kathy Longo

> Kathy Longo is a fee-only financial advisor at Flourish Wealth Management Inc. in Edina, Minnesota, who holds the CAP, CDFA and CFP credentials. Kathy focuses on sustainable & impact investing, divorce financial planning and retirement planning. Flourish Wealth Management Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kathy-longo/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Flourish Wealth Management Inc.
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $455.2M across 900 accounts
- **Credentials:** CAP, CDFA, CFP
- **Specialties:** Sustainable & impact investing, Divorce financial planning, Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Mid-life transitions, Retirees, Divorced individuals, Multi-generational families
- **CRD:** 2757434 (https://adviserinfo.sec.gov/individual/summary/2757434)
- **SEC registration:** Investment adviser representative in CA, MN, TX, WI
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://flourishwealthmanagement.com

## Frequently asked questions

### Is Kathy Longo a fee-only financial advisor?

Yes. Kathy Longo 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 Kathy's firm.

### How does Kathy charge for financial advice?

Kathy's firm, Flourish Wealth Management Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kathy Longo based?

Kathy Longo is based in Edina, Minnesota.

### What does Kathy specialize in?

Kathy's specialties include sustainable & impact investing, divorce financial planning, retirement planning, estate & legacy planning, tax planning and family wealth transfer. Kathy works with mid-life transitions, retirees, divorced individuals and multi-generational families.

### What credentials does Kathy Longo hold?

Kathy Longo holds the CAP, CDFA and CFP credentials.

### Is Kathy Longo registered with the SEC?

Yes. Kathy Longo is registered as an investment adviser representative in CA, MN, TX and WI (CRD 2757434), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Flourish Wealth Management Inc. manage?

Flourish Wealth Management Inc. reports $455.2M across 900 accounts in assets under management.

### How do I contact Kathy Longo?

Through Kathy's website, flourishwealthmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7505): 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://flourishwealthmanagement.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.