L
Longview Financial, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,366,454
Clients
8
38% 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
8
Very LowAverage account size
$1,170,807
About
Longview Financial provides personalized, fee-only financial planning and investment management primarily for individual clients. Services described in the brochure include comprehensive financial planning (cash flow, tax, retirement, education and estate planning), investment supervisory services, tax preparation, and periodic net worth and portfolio reporting.
Investment approach centers on strategic asset allocation with a core-and-satellite framework, using passively managed index and ETF core holdings supplemented by active funds where appropriate, and employing fundamental, technical and cyclical analysis. The firm documents client objectives in investment policy statements and conducts periodic reviews, with trades carried out only after client approval rather than under discretionary authority.
Compared with many peers, Longview manages virtually all client assets on a non-discretionary basis and oversees about $9.4 million for a very small client roster, which the brochure indicates supports highly individualized advice and written analyses. The principal owner serves as the firm’s adviser while also holding a separate full-time corporate role, and the firm states it operates without accepting commissions or referral fees.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Retainer Agreement annual fee of $8,000; financial plans range from $2,000 to $8,000; minimum fee for tax preparation $175.
$25,000 - $49,999: 2.5% annually $50,000 - $99,999: 2.0% annually $100,000 - $249,999: 1.5% annually $250,000 - $499,999: 1.00% annually $500,000 - $1 million: 0.75% annually Over $1 million+: Negotiable
$175 per hour for planning and tax preparation work.
Account minimum: $500,000.00 Minimum fee: Minimum annual fee of $500.00 for accounts below $25,000. Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Most active in
Longview Financial, Inc. has reported serving >5 clients in these states in the last 12 months.
Minnesota
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
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