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Longview Financial Advisors, Inc.

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Client assets under management

$206,673,222

Clients

182

38% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

61

Typical

Average account size

$1,135,567

About

Longview Financial Advisors serves individual investors, trusts, estates, charitable organizations, and retirement plans, providing financial planning, discretionary and non‑discretionary portfolio management, and pension consulting. The firm describes its services to include retirement and cash‑flow planning, estate and tax coordination, charitable gifting, and ongoing account reporting and client portal access.

Investment decisions are driven by a research‑based, multi‑asset class approach that emphasizes broad diversification, an investment policy statement for each client, and active oversight with limited tactical adjustments; Longview primarily uses mutual funds and ETFs and may include private funds for qualified investors. The firm treats cash as an asset class, conducts due diligence on managers and strategies, and employs third‑party platforms (e.g., Black Diamond, ByAllAccounts, and the Future Capital platform) to manage “held‑away” accounts and implement tax‑efficient asset location and rebalancing.

Compared with many peers, Longview is employee‑owned and operates from five offices, and it documents pension consulting that specifically includes communication and education services for plan sponsors and participants. It also integrates external reporting and order‑management tools for held‑away accounts and performs operational measures related to custody oversight (e.g., surprise examinations for certain retirement account arrangements), which are less common among similarly sized firms.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer

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Fee options

Fixed

Planning only model fees are proposal-based with a minimum of $7,500 annually

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.65% $5,000,000+: 0.50%

Other

Account minimum: $250,000 Minimum fee: Capstone model minimum fee: $7,500 annually; Investment only model minimum fee: $2,500 annually; Planning only model minimum fee: $7,500 annually Fee-only: Fee-only basis for advisory services; no commissions accepted

Main office location

Longview Financial Advisors, Inc.

4245 Balmoral Drive, Suite 306

Huntsville AL 35801, United States

Number of offices

5

Most active in

More info

Alabama · Florida · Georgia · North Carolina · Tennessee · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 256-534-1196

Advisors at this firm

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user avatar

Charles J

Series 65

Glencoe, AL

Longview Financial Advisors, Inc.

Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
user avatar

Jessica S

CFP®

Huntsville, AL

Longview Financial Advisors, Inc.

Jessica Smith is a CFP® professional with 17 years of experience in financial advising. She has been with Longview Financial Advisors, Inc. since 2010. Longview Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and emphasizes client objectives through Investment Policy Statements while offering both discretionary and non-discretionary advisory services.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
user avatar

Phillip G

CFP®

Murfreesboro, TN

Longview Financial Advisors, Inc.

Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.

General retirement planning Income planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Multi-generational wealth transfer
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