Longview Financial, Inc. fees and pricing

Financial planner in Zimmerman, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 4, 2023, Longview Financial, Inc. charges an annual fee of $8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 4, 2023. Fees can change, so confirm with the firm before you hire them.

Annual fee: $8,000/yr; “The annual fee for a Retainer Agreement is $8,000.00.”

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

“At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
“Billing Investment management fees are billed quarterly, in ARREARS, meaning that we invoice you AFTER the three-month billing period has ENDED.”
“Payment in full is expected upon invoice presentation.”

Its annual fee of $8,000 is below the Minnesota median of $8,050. 49% of the 49 other Minnesota planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and EA.
Founded: 2000 (26 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Minimum: $175 minimum fee (stated in brochure)
Clients: 8
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $9,366,454
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 116365
Phone: (763) 234-4539

Is something on this page wrong or out of date?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.