Kathy Longo
Flourish Wealth Management Inc. · Edina, Minnesota
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.
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Specialties
Who they serve
- Mid-life transitions
- Retirees
- Divorced individuals
- Multi-generational families
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 |
| Assets under management | $455.2M across 900 accounts |
| Credentials | CAP · CDFA · CFP |
| SEC registration | Investment adviser representative in CA, MN, TX, WI · CRD 2757434 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | flourishwealthmanagement.com |
| Profile |
How Kathy's firm compares
- Flourish Wealth Management Inc.'s average account is about $506,000, from its Form ADV (assets managed divided by 900 accounts).
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Questions about Kathy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Other advisors in Minnesota who focus on sustainable & impact investing
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Flourish Wealth Management 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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