Longview Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$319,030,722
Clients
118
Advisors
2
across 2 offices
About
Longview Financial Advisors provides investment management and financial planning to individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm generally serves high-net-worth clients and other individual investors and typically requires $2 million in managed assets for new advisory relationships, although that minimum may be waived.
The firm manages client portfolios primarily on a discretionary basis and applies a strategic asset allocation grounded in an evidence-based framework. Its core approach uses a three-factor (Fama–French) tilt toward small-cap and value exposures, implements Dimensional Funds Advisors products and passive ETFs as core holdings, and supplements with active managers where the firm deems passive options unsuitable; margin is not a core strategy but may be used for cash-flow and tax management purposes.
Longview operates with a small adviser team relative to its scale—two advisers overseeing about $384 million in AUM across 118 client relationships—and maintains multiple offices, a profile that differs from many peer firms of similar size. The firm also provides ERISA plan-related fiduciary support and follows custody practices that include direct fee debiting and standing letters of authorization, and its principals hold CFP credentials.
Client services
Expertise
Fee options
Additional fees for financial planning services beyond normal scope are negotiable and vary by complexity.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.40% $10,000,000+: Negotiable
Account minimum: $2,000,000 (generally required for new advisory client relationships, but may be waived at firm's discretion) Minimum fee: Minimum annual fee of $5,000 may apply for accounts under $500,000
Main office
See officeBernardsville NJ
Advisors at this office
1
Most active in
California · Florida · Nebraska · New Hampshire · New Jersey · New York · Texas · Virginia
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.
Advisors at this firm
Colleen H
CFP®
Arlington, VA
Longview Financial Advisors, LLC
Colleen Harrington is a CFP® with four years of industry experience. She has worked at Longview Financial Advisors, LLC, Apella Wealth, Facet Wealth, Inc., Armstrong, Fleming & Moore, Inc., and previously held a position at MedStar Georgetown University Hospital. Longview Financial Advisors provides investment management and financial planning primarily to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm uses an evidence-based, strategic asset allocation approach centered on passive ETFs and Dimensional Funds Advisors products, supplemented by active managers when appropriate.
Timothy H
CFP®, Series 63
Bernardsville, NJ
Longview Financial Advisors, LLC
Timothy Harrington is a CFP® with 15 years of industry experience. He has worked at Apella Wealth since 2026 and was previously with Longview Financial Advisors, LLC from 2018 to 2026, and Marin Financial Advisors LLC from 2005 to 2017. Longview Financial Advisors provides investment management and financial planning to high-net-worth individuals, trusts, estates, charitable organizations, small businesses, and institutional ERISA retirement plans. The firm employs a strategic asset allocation based on an evidence-based framework, combining Dimensional Funds Advisors products and passive ETFs with active management where appropriate.
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