Longevity Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longevity Wealth Advisory LLC provides fee-only wealth management and discretionary portfolio management to individuals and families, and may work with trusts, estates, and business-owned accounts as part of client relationships. Its services combine ongoing financial planning with investment implementation covering retirement planning, tax and estate considerations, insurance review, education funding, and business planning.
The firm applies principles of modern portfolio theory and constructs individualized portfolios using a mix of low-cost index funds, actively managed funds, and selective individual securities to address tax efficiency, concentrated positions, or client preferences; it disclaims the use of leverage, options writing, or short-selling as standard strategies. Fees are billed quarterly in arrears based on the average daily balance, the firm may employ tax-loss harvesting and asset-location strategies in taxable accounts, and it recommends use of a specific custodian platform to facilitate execution and fee deduction.
Notable features in the firm's brochure include that it was organized in 2026 and, at the time of filing, reported no assets under management, a profile that differs from many more established independent advisers. The firm charges a minimum quarterly fee and discloses a recent change in its fee calculation method, uses an institutional custodial platform whose services it receives in kind, and maintains a written business continuity and succession plan and procedures for limited custody tied to fee deduction.
Client services
Expertise
Demographic focus
Fee options
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.50% Above $5,000,000+: Negotiable
Minimum fee: $375 per quarter (approximately $1,500 per year) minimum quarterly fee applies until calculated tiered fee exceeds minimum. Minimum fee may be waived or reduced at discretion. Fee-only: Fee-only advisory services; no commissions, sales loads, or other sales-related compensation received.
Main office
Sparta WI
Advisors at this office
1
Most active in
Wisconsin
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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