Firm
Longitude Financial Planning
Manor, Texas
Fee-only
Facts
| Based in | Manor, Texas |
|---|---|
| Website | potato-chimes-c7sf.squarespace.com |
| Phone | (512) 200-4113 |
Longitude Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,268 a year |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly · One-time plans or projects |
In the firm's words
"$189/month" source
"We don’t have any minimum asset requirements." source
"$189/month" source
"AUM (Asset Under Management) fee . This fee varies based on investment complexity" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 9 |
| Financial planning | Offered |
| Form ADV filed | July 22, 2026 |
| SEC record | CRD 330023 |