Firm
Longview Wealth Management
Orono, Minnesota
Fee-only
Longview Wealth Management at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 2 employees and 42 individual clients, 29 of them high net worth.
- Its average account is about $2.9 million (assets it manages divided by its 44 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Orono, Minnesota |
|---|---|
| Website | longviewwealth.com |
| Phone | (952) 465-1785 |
Longview Wealth Management fees
Longview Wealth Management 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 |
|---|---|
| Assets managed | $127 million |
| Individual clients | 13 |
| High-net-worth clients | 29 |
| Accounts managed | 44 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-117252) |
| Financial planning | Offered |
| Form ADV filed | October 23, 2026 |
| SEC record | CRD 139489 |
Advisors at this firm (1)
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