Longview Advisors, 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
55
78% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
55
Average account size
$0
About
Longview Advisors is a fee‑only financial planning and investment advisory firm that works with individuals (including high‑net‑worth clients), retirement plans, trusts, and charitable organizations. The firm offers comprehensive wealth management retainer engagements and discrete hourly financial planning projects, and states it operates under a fiduciary standard.
The firm connects investment strategy directly to a client’s financial plan, using fundamental analysis and a bias toward passive, asset‑class diversification implemented with low‑cost ETFs and fixed‑income solutions. It also offers structured approaches such as a Critical Path planning framework, Defined Income and Time‑Targeted portfolios, and may refer third‑party managers while managing client accounts on a nondiscretionary basis.
Notably, Longview conducts periodic educational workshops for the public or sponsor groups, typically offered pro bono or paid by sponsors, which is uncommon among peers. The firm also does not base its advisory charges on a percentage of assets under management, instead using retainer and hourly arrangements and reporting no client AUM to the SEC.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
Financial Planning services charged at $325 per hour with a 4-hour minimum
Minimum fee: Wealth Management Retainer fee ranging from $12,000 to $50,000 annually Fee-only: Wealth Management Retainer fee ($12,000 - $50,000 annually), Hourly Financial Planning fees ($325/hour with 4-hour minimum)
Main office location
Longview Advisors, LLC
301 N. Main Street, Suite 201
Newton KS 67114, United States
Number of offices
3
Most active in
Longview Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · 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 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.
Forms ADV
Quick links
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