Longview Financial Advisors, LLC

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Client assets under management

$319,030,722

Clients

118

61% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$2,703,650

About

Longview Financial Advisors provides investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm generally serves high-net-worth clients and other individual investors and typically requires $2 million in managed assets for new advisory relationships, although that minimum may be waived.

The firm manages client portfolios primarily on a discretionary basis and applies a strategic asset allocation grounded in an evidence-based framework. Its core approach uses a three-factor (Fama–French) tilt toward small-cap and value exposures, implements Dimensional Funds Advisors products and passive ETFs as core holdings, and supplements with active managers where the firm deems passive options unsuitable; margin is not a core strategy but may be used for cash-flow and tax management purposes.

Longview operates with a small adviser team relative to its scale—two advisers overseeing about $384 million in AUM across 118 client relationships—and maintains multiple offices, a profile that differs from many peer firms of similar size. The firm also provides ERISA plan-related fiduciary support and follows custody practices that include direct fee debiting and standing letters of authorization, and its principals hold CFP credentials.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Passive / index investing Active portfolio management Private / alternative investments Wealth management

Fee options

Fixed

Additional fees for financial planning services beyond normal scope are negotiable and vary by complexity.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $10,000,000+: Negotiable

Other

Account minimum: $2,000,000 (generally required for new advisory client relationships, but may be waived at firm's discretion) Minimum fee: Minimum annual fee of $5,000 may apply for accounts under $500,000

Main office location

Longview Financial Advisors, LLC

Bernardsville NJ, United States

Number of offices

Most active in

California · Florida · Nebraska · New Hampshire · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

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

Quick links

LinkedIn Website 415-256-7700

Advisors at this firm

Colleen H

CFP®

Austin, TX

Longview Financial Advisors, LLC

Colleen Harrington is a CFP® professional with three years of experience in financial advising. She currently works at Longview Financial Advisors, LLC, where she has been since 2021. Her prior experience includes roles at Facet Wealth, Inc. and Armstrong, Fleming & Moore, Inc. Before entering the financial industry, she worked at MedStar Georgetown University Hospital. Longview Financial Advisors provides investment management and financial planning services to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic, evidence-based asset allocation approach with a focus on small-cap and value exposures using Dimensional Funds Advisors products and passive ETFs.

Passive / index investing Active portfolio management Private / alternative investments Wealth management

Timothy H

CFP®, Series 63

Bernardsville, NJ

Longview Financial Advisors, LLC

Timothy Harrington is a CFP® with 15 years of industry experience. He has been with Longview Financial Advisors, LLC since 2018, following 12 years at Marin Financial Advisors LLC. Longview Financial Advisors provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic asset allocation approach grounded in evidence-based principles, combining passive and active investment strategies tailored to client needs.

Passive / index investing Active portfolio management Private / alternative investments Wealth management

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