Longview Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Longview Financial Advisors provides fee-only financial planning and portfolio management to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non‑discretionary investment management as well as pension consulting and coordination with other professionals for implementation.
The firm’s investment approach emphasizes globally diversified, multi‑asset class portfolios assembled primarily with mutual funds and ETFs, guided by a research‑driven methodology that combines model outputs with professional judgment and occasional tactical adjustments. Clients are placed into risk‑based model portfolios (ranging from Conservative to Aggressive) and Longview uses written Investment Policy Statements, ongoing monitoring, and tax‑aware rebalancing; it may also recommend private investment funds or third‑party managers for qualified investors.
Noteworthy for a firm of its size, Longview maintains a multi‑office presence (five offices) and articulates a formal client education and outreach effort, including retirement‑plan education for sponsors and participants and periodic written communications and reporting. The firm also leverages third‑party platforms such as Future Capital for managing held‑away accounts and offers consolidated reporting access (e.g., Black Diamond and ByAllAccounts), reflecting a focus on multi‑account households and plan sponsor services.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $1,999,999: 0.85% $2,000,000 - $2,999,999: 0.75% $3,000,000 - $4,999,999: 0.65% $5,000,000+: 0.50%
Account minimum: $250,000 Minimum fee: Capstone model: minimum fee $10,000 annually; Investment Only model: minimum fee $2,500 annually; Planning Only model: minimum fee $10,000 annually Fee-only: Fee-only basis; no commissions
Main office
See office4245 Balmoral Drive, Suite 306
Huntsville AL 35801
Advisors at this office
1
Offices (3)
Most active in
Alabama · Florida · Georgia · North Carolina · Tennessee · Texas
Also doing business as
Longview Financial Advisors, Inc. · West Financial Consulting, Inc.
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.
Quick links
Advisors at this firm
Charles J
Series 65
Glencoe, AL
Longview Financial Advisors, Inc.
Charles Johnson is a financial advisor at Longview Financial Advisors, Inc. in Glencoe, AL, holding a Series 65 designation with six years of industry experience. He has been with Longview Financial Advisors since 2010. Longview Financial Advisors provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and offers discretionary and non-discretionary advisory services, pension consulting, and planning-only engagements.
Jessica S
CFP®
Huntsville, AL
Longview Financial Advisors, Inc.
Jessica Smith is a CFP® professional with 17 years of experience in financial advising. She has been with Longview Financial Advisors, Inc. since 2010. Longview Financial Advisors, Inc. provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a research-driven, multi-asset class approach and emphasizes client objectives through Investment Policy Statements while offering both discretionary and non-discretionary advisory services.
Phillip G
CFP®
Murfreesboro, TN
Longview Financial Advisors, Inc.
Phillip Gipner is a CFP® professional with 12 years of industry experience. He has been with Longview Financial Advisors, Inc. since 2011. Longview Financial Advisors, Inc. provides financial planning and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm uses a research-driven, multi-asset class approach and operates on a fee-only basis, emphasizing client objectives through customized Investment Policy Statements.
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