Longest & Young, LLC fees
Financial planner in Knoxville, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 24, 2026, Longest & Young, LLC (Knoxville, TN) charges $150 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change.
- Hourly rate
- $150/hr
Below the Knoxville median of $299; none of the 7 other planners in Knoxville that publish an hourly rate charge less. Below the Tennessee median of $263; none of the 58 other planners in Tennessee charge less, and 3 charge the same.
“L&Y offers financial planning or consulting services on an hourly basis at $150 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Credentials held at the firm
- CPA
- Team size
- 2 employees
- Registered since
- 2012 (14 years)
How Longest & Young, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment Advisory Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees may be negotiable at the discretion of the Advisor.”
- “Financial planning and consulting fees are invoiced by the Advisor and are due upon receipt of the agreed upon deliverable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 104
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 24, 2026
- CRD number
- 166016 (opens in new tab)
- Phone
- (865) 240-3259
Other planners in Knoxville that publish fees
- Provident Wealth, LLCKnoxvilleHourly up to $250/hr, Quarterly $1,250-$3,750/qtr
- Insight Strategic Wealth LLCKnoxvilleHourly $275/hr
- Kinetic WealthKnoxvilleHourly $300/hr
- NBZ Investment Advisors, LLCKnoxvilleHourly $245-$350/hr
- Patriot Investment Management Group IncKnoxvilleHourly $300/hr, Flat $500-$3,000
- Nomad FinancialKnoxvilleHourly $415/hr, Flat $4,000-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.