Longview Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LongView Financial Planning LLC provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients. The newly formed adviser typically constructs portfolios using low‑cost mutual funds and ETFs and may include individual stocks or bonds when appropriate.
The firm employs a long‑term, fundamental analysis approach to set strategic asset allocations based on each client’s goals, risk tolerance and financial situation, while permitting rebalancing or shorter‑term trades as needed. It also offers written financial plans and consultations and serves as a fiduciary for retirement accounts when advising on ERISA or IRA matters.
Unlike many small independent firms, LongView is not structured as a solo practitioner and operates with an advisory professional supported by additional staff and contracted service providers. The firm reports no assets or clients to date, and maintains an institutional relationship with its recommended custodian that provides software and operational support—an economic benefit the adviser discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $100,000: 0.75% $100,001 - $1,000,000: 0.60% $1,000,001+: 0.40%
Up to $200 per hour, fees may be negotiable
Main office
Auburn PA
Advisors at this office
1
Most active in
Pennsylvania
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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