A complete list of active advisors currently associated with Longevity Wealth Advisory LLC
Warmer can help you find a great advisor at Longevity Wealth Advisory LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Longevity Wealth Advisory LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sparta, WI
| 3
|
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