Longitude Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longitude Financial Planning serves individuals, high‑net‑worth clients, and small businesses and corporations with investment management, financial planning (both project‑based and ongoing), educational seminars, and bookkeeping services. The firm also provides advice on held‑away retirement and education accounts (including 401(k) plans, 529 plans, and variable annuities) using a third‑party order management system, and it may introduce clients to outside professionals as needed.
The firm delivers investment management exclusively through a wrap‑fee program under discretionary authority and may engage Outside Managers or subscribe to model portfolios via Altruist’s Model Marketplace to implement strategies. Its process combines passive and active allocation approaches, may incorporate alternative investments and socially responsible screens when requested, and it conducts periodic (typically quarterly) reviews to keep portfolios aligned with client objectives.
Relative to many solo independent advisers, Longitude is distinctive for operating an exclusive wrap program while also offering educational seminars and ongoing bookkeeping as part of its service mix. The firm likewise discloses an affiliated entity that conducts real estate and media activities and uses tools such as Pontera to make allocation changes in held‑away retirement accounts—capabilities that are less common for a firm of its size.
Client services
Expertise
Fee options
Fixed fees range from $0 to $20,000 for Project-Based Financial Planning; up to $20,000 per seminar for Educational Seminars; up to $10,000 initial fee for Ongoing Financial Planning.
$0+: up to 0.50% annually for "Core" Portfolio Management $0+: up to 1.00% annually for "Explore" Portfolio Management
$300 per hour with a four hour minimum for Project-Based Financial Planning.
Recurring monthly fixed fee ranging from $0 to $5,000 for Ongoing Financial Planning.
Fee-only: Fees paid directly by clients; no commissions or other sales-related compensation received by firm.
Main office
Manor TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Longitude Financial Planning · Longitude Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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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