RIA Intel›Advisers›Texas›LONGITUDE FINANCIAL PLANNING, LLC

LONGITUDE FINANCIAL PLANNING, LLC

Advisory

TX

Data as of Jul 22, 2026 · Source: SEC Form ADV

Rank in TX
#2,717
of 2,813 advisers by AUM
Average account
$49K
across 12 accounts
AUM per adviser
$582K
1 adviser

Source: SEC Form ADV. Figures as filed Jul 22, 2026.

Total AUM
$582K
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$582K
Discretionary AUM$582K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

KHAN INVESTMENT INC.
HOUSTON, TX
$593K
-44.4% 1Y
BOGGS WALLACE WEALTH PARTNERS LLC
DENTON, TX
$566K
P&P WEALTH MANAGEMENT LLC
VICTORIA, TX
$600K
HMP CAPITAL MANAGEMENT, LLC
SAN ANTONIO, TX
$600K
DUTTON FINANCIAL PLANNING, LLC
$552K
TURTLE CREEK WEALTHCARE, INC.
$530K

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