Longview Financial Advisors, Inc. at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 7 employees and 182 individual clients, 70 of them high net worth.
- Its average account is about $336,000 (assets it manages divided by its 619 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Brentwood, Tennessee |
|---|---|
| Website | longviewfa.com |
| [email protected] | |
| Phone | (256) 534-1196 |
Questions about Longview Financial Advisors, Inc.
How is Longview Financial Advisors, Inc. paid?
Longview Financial Advisors, Inc.'s Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Longview Financial Advisors, Inc. have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Longview Financial Advisors, Inc., and 2 hold the CFP.
What is the average account at Longview Financial Advisors, Inc.?
Longview Financial Advisors, Inc.'s average account is about $336,000. That's the assets on its Form ADV divided by its 619 accounts.
What does Longview Financial Advisors, Inc. specialize in?
Longview Financial Advisors, Inc.'s advisors and website list equity compensation.
Longview Financial Advisors, Inc. fees
Longview Financial Advisors, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Fixed fees |
|---|---|
| Assets managed | $208 million |
| Individual clients | 112 |
| High-net-worth clients | 70 |
| Accounts managed | 619 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-64122) |
| Financial planning | Offered |
| Form ADV filed | October 15, 2026 |
| SEC record | CRD 122451 |