Longview Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
—
About
The firm advises individuals and high-net-worth clients, offering discretionary portfolio management and standalone financial planning and consulting. Portfolios are typically built with low-cost, diversified mutual funds and ETFs, with individual stocks, bonds or legacy positions used when appropriate to meet client objectives.
The advisor acts as a fiduciary and emphasizes long-term, fundamentally driven strategies tailored to each client’s goals, with ongoing monitoring, rebalancing and the ability to trade to address tax, risk or liquidity needs. Financial planning engagements are offered on an hourly basis and may include a written plan or consultation covering retirement, savings, education and related topics.
Notable for a newly formed adviser with no reported assets, the firm combines hourly financial planning with direct portfolio management for individuals — services that are relatively uncommon among firms in this regulatory category. It does not manage private funds or charge performance-based fees and maintains an institutional platform relationship that provides software and operational support to the firm.
Client services
Expertise
Fee options
$0 - $100,000: 0.75% annually $100,001 - $1,000,000: 0.60% annually $1,000,001+: 0.40% annually
Financial planning services charged up to $200 per hour, fees may be negotiable
Fee-only: Investment management fees based on tiered rates as above; financial planning charged hourly up to $200 per hour
Main office location
Longview Financial Planning LLC
Auburn PA, United States
Number of offices
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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