# Thomas Anzivino

> Thomas Anzivino is a fee-only financial advisor at Longitude Financial Planning in Manor, Texas. Thomas charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee (ongoing planning from $2,268 a year and no asset minimum) and focuses on tax planning, retirement planning and retirement with concentrated positions.

Page: https://find.wellspent.co/advisors/thomas-anzivino/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Longitude Financial Planning
- **Based in:** Manor, Texas
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,268 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $582K across 12 accounts
- **Specialties:** Tax planning, Retirement planning, Retirement with concentrated positions, Crypto & digital assets, Real estate investors, Small business owners
- **Works with:** Tech employees, Pre-retirees, Retirees, High earners
- **CRD:** 7213162 (https://adviserinfo.sec.gov/individual/summary/7213162)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://potato-chimes-c7sf.squarespace.com/

## Frequently asked questions

### Is Thomas Anzivino a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Longitude Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does Thomas charge?

According to Longitude Financial Planning's website, checked October 30, 2026: ongoing planning from $2,268 a year; no asset minimum.

### Does Thomas work with clients virtually?

Yes. Longitude Financial Planning says on its website that it works with clients remotely.

### Where is Thomas Anzivino based?

Thomas Anzivino is based in Manor, Texas.

### What does Thomas specialize in?

Thomas's specialties include tax planning, retirement planning, retirement with concentrated positions, crypto & digital assets, real estate investors and small business owners. Thomas works with tech employees, pre-retirees, retirees and high earners.

### Is Thomas Anzivino registered with the SEC?

Yes. Thomas Anzivino is registered as an investment adviser representative in TX (CRD 7213162), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Longitude Financial Planning manage?

Longitude Financial Planning reports $582K across 12 accounts in assets under management.

### How do I contact Thomas Anzivino?

Through Thomas's website, potato-chimes-c7sf.squarespace.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7213162): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://potato-chimes-c7sf.squarespace.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.