Firm
Longview Financial
Zimmerman, Minnesota
Fee-only
Longview Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 8 individual clients, 3 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 8 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Zimmerman, Minnesota |
|---|---|
| Phone | (763) 234-4539 |
Longview Financial fees
Longview Financial 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 5 |
| High-net-worth clients | 3 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 4, 2023 |
| SEC record | CRD 116365 |
Advisors at this firm (1)
Other fee-only firms in Minnesota
- Longview Wealth Management · Orono
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- Luminous Money · Minneapolis
- Mairs & Power · St. Paul
- Maris Wealth Management · Duluth
- Marks Group Wealth Management · Minnetonka
- Marquette Wealth Management · Minnetonka
- Michael Traxler Wealth Management · New Prague