Longitude Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$582,495
Clients
14
36% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$41,607
About
Longitude Financial Planning is a fee-only, state‑registered independent investment adviser run by a single advisor that serves a small roster of individual and business clients. The firm provides discretionary investment management (delivered exclusively through a wrap‑fee program), both ongoing and project‑based financial planning, educational seminars and written educational products, and bookkeeping services.
The firm’s investment process combines modern portfolio theory with both passive and active fund selection, and it may include alternative investments when suitable. Longitude uses third‑party tools and relationships — including Outside Managers, the Altruist Model Marketplace, and a third‑party order management system (Pontera) to advise held‑away retirement and education accounts such as 401(k)s and 529 plans — while allowing clients to impose reasonable investment restrictions.
What is noteworthy for a firm of this size is the exclusive use of a wrap‑fee structure and the operational capability to manage held‑away plan accounts through Pontera, alongside regular public and organizational educational seminars. The firm also offers bookkeeping as a complementary administrative service, participates in model marketplace programs, and maintains a related non‑advisory entity for separate real‑estate and media investments; the principal retains an active insurance license but does not sell insurance products through the advisory business.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Educational products and bookkeeping
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Demographic focus
Young Professionals
Fee options
Fixed fees range from $0 to $20,000 for project-based financial planning; initial financial planning fee up to $10,000.
$0+: up to 0.50% annually for Core Portfolio Management $0+: up to 1.00% annually for Complex Portfolio Management
$300/hour with a four hour minimum for project-based financial planning.
Ongoing financial planning fees paid monthly in arrears ranging from $0 to $5,000; fees negotiable.
Fee-only: Fee-only firm; only compensated by client fees, no commissions or sales-related compensation.
Main office location
Longitude Financial Planning
Manor TX, United States
Number of offices
1
Most active in
Longitude Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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 active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
512-200-4113
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