Phillip Gipner
Longview Financial Advisors · Huntsville, Alabama
Phillip Gipner is a fee-only financial advisor at Longview Financial Advisors in Huntsville, Alabama, who holds the CFP credential. Longview Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Longview Financial Advisors |
|---|---|
| Based in | Huntsville, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $208.2M across 619 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, TN, TX · CRD 6307240 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.longviewfa.com |
How Phillip's firm compares
- Longview Financial Advisors's average account is about $336,000, from its Form ADV (assets managed divided by 619 accounts).
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Questions about Phillip
Is Phillip Gipner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Longview Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Phillip charge for financial advice?
Phillip's firm, Longview Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Phillip Gipner based?
Phillip Gipner is based in Huntsville, Alabama.
What credentials does Phillip Gipner hold?
Phillip Gipner holds the CFP credential.
Is Phillip Gipner registered with the SEC?
Yes. Phillip Gipner is registered as an investment adviser representative in AL, TN and TX (CRD 6307240), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Longview Financial Advisors manage?
Longview Financial Advisors reports $208.2M across 619 accounts in assets under management.
How do I contact Phillip Gipner?
Through Phillip's website, www.longviewfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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