RIA Intel›Advisers›Tennessee›LEADING EDGE FINANCIAL PLANNING LLC

LEADING EDGE FINANCIAL PLANNING LLC

Advisory

N·KNOXVILLE, TN

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$522M

1-Year AUM Growth

+31.6%

3-Year CAGR

+28.0%

Employees

9

Assets Under Management

Total AUM$522M

Discretionary AUM$522M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients457

Team

Total Employees9

Investment Advisers15

Employee Growth (1Y)+14.3%

Filing History

Total Filings on Record12

First FilingJan 29, 2021

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 12 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEADING EDGE FINANCIAL PLANNING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.