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Advisor

Thomas Anzivino

Longitude Financial Planning · Manor, Texas

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.

Percentage of assetsOngoing planning feeHourly Fee-only

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Specialties

Who they serve

  • Tech employees
  • Pre-retirees
  • Retirees
  • High earners

Facts

FirmLongitude Financial Planning
Based in Manor, Texas
Fee modelPercentage 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 virtuallyYes
Accepting new clientsYes
Assets under management$582K across 12 accounts
SEC registration Investment adviser representative in TX · CRD 7213162
Exams passedSeries 66 (2021)
Firm size1 employee
Disclosures None reported
Websitepotato-chimes-c7sf.squarespace.com
LinkedInProfile

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Tell Thomas a little about what you're looking for. Thomas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Thomas

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.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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