Flight Line Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
393
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
393
Average account size
$0
About
Flight Line Financial serves individual clients, with a stated focus on professional airline pilots, by providing financial planning and ongoing consulting and by referring clients to third‑party money managers. The firm operates as a solo practitioner with 393 clients and does not take custody of or directly manage client assets.
The firm’s work is consultative: it reviews clients’ objectives and risk tolerances, recommends reallocations, monitors age‑related shifts in risk exposure, and provides ongoing commentary, but it does not implement trades or exercise discretionary trading authority for individual accounts. For clients seeking delegated portfolio management, Flight Line Financial recommends and refers outside managers and receives solicitor compensation under those referral arrangements while the client contracts directly with the chosen manager.
Flight Line Financial is notable for an unusually high client load and a large amount of assets overseen through consulting—approximately $925.65 million in assets under advisement—despite having no assets under management or percentage‑of‑AUM fee arrangements. The firm’s limited‑staff model, reliance on referral relationships for asset management, and the principal’s concurrent full‑time employment as an airline pilot differentiate its operating model from many independent advisory peers.
Client services
Selection of other advisers
Financial consulting - not resulting in a written financial plan
Financial consulting - not resulting in a written financial plan
Expertise
Income planning
Retirement income strategy
Occupation focus
Airline Pilot
Fee options
Minimum fee: Annual fixed fee ranging from $750 to $2,500, paid in quarterly installments in advance Fee-only: Fixed fee consulting services ranging from $750 to $2,500 annually
Main office location
Flight Line Financial, LLC
103 Carnegie Center, Suite 300
Princeton NJ 08540, United States
Number of offices
1
Most active in
Flight Line Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Connecticut · Florida · Georgia · Illinois · Louisiana · Maryland · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Washington · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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