PlannerFees

Longitude Financial Planning fees and pricing

Financial planner in Manor, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 22, 2026, Longitude Financial Planning charges $300 an hour, a flat or project fee of up to $20,000, and a monthly fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Our hourly rate is $300 with a four hour minimum.”
Flat or project fee
Up to $20,000
“Fixed fee rates range between $0 to $20,000.”
Monthly fee
$750/mo
“Bookkeeping Bookkeeping services provided by LFP will not exceed a fee of $750 per month, and are negotiable. 12”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Longitude Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The asset-based fee is a flat fee, negotiable, and is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
  • “Fees are paid monthly in arrears, ranging from $0 to $5,000.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Longitude Financial Planning’s fees compare

  • Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
  • Its flat or project fee of up to $20,000 spans the Texas median of $3,850. 80% of the 401 other Texas planners that publish a flat or project fee charge less.

About Longitude Financial Planning

“We offer Investment Management, Financial Planning & Educational Seminars.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Thomas Anzivino
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
14
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$582,495
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
330023
Website
potato-chimes-c7sf.squarespace.com (opens in new tab)
Phone
(512) 200-4113

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