Zachary Longman
Longman Wealthcare Management · Miami, Florida
Zachary Longman is a fee-only financial advisor at Longman Wealthcare Management in Miami, Florida. Longman Wealthcare Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Longman Wealthcare Management |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.6M across 31 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8317915 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.tomlongman.com |
How Zachary's firm compares
- Longman Wealthcare Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Zachary
Is Zachary Longman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Longman Wealthcare Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Longman Wealthcare Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Longman based?
Zachary Longman is based in Miami, Florida.
Is Zachary Longman registered with the SEC?
Yes. Zachary Longman is registered as an investment adviser representative in FL (CRD 8317915), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Longman Wealthcare Management manage?
Longman Wealthcare Management reports $78.6M across 31 accounts in assets under management.
How do I contact Zachary Longman?
Through Zachary's website, www.tomlongman.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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