Keith Tufte
Longview Wealth Management · Orono, Minnesota
Keith Tufte is a fee-only financial advisor at Longview Wealth Management in Orono, Minnesota, who holds the CFA credential. Longview Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Longview Wealth Management |
|---|---|
| Based in | Orono, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $127.5M across 44 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN · CRD 1170559 |
| Exams passed | Series 63 (2004) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.longviewwealth.com |
How Keith's firm compares
- Longview Wealth Management's average account is about $2.9 million, from its Form ADV (assets managed divided by 44 accounts).
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Questions about Keith
Is Keith Tufte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Longview Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Longview Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Keith Tufte based?
Keith Tufte is based in Orono, Minnesota.
What credentials does Keith Tufte hold?
Keith Tufte holds the CFA credential.
Is Keith Tufte registered with the SEC?
Yes. Keith Tufte is registered as an investment adviser representative in MN (CRD 1170559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Longview Wealth Management manage?
Longview Wealth Management reports $127.5M across 44 accounts in assets under management.
How do I contact Keith Tufte?
Through Keith's website, www.longviewwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minnesota
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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