Longview Financial Planning LLC fees
Financial planner in Auburn, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Longview Financial Planning LLC (Auburn, PA) charges up to $200 an hour for financial planning.
- Website: longviewfinancialplanning.com (opens in new tab)
- Call (610) 703-2248
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change.
- Hourly rate
- Up to $200/hr
Capped at $200, at or below the Pennsylvania median of $250.
“LongView offers financial planning services at an hourly rate ranging up to $200 per hour.”
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
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Longview Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 26, 2026
- CRD number
- 340996 (opens in new tab)
- Phone
- (610) 703-2248
More planners in Pennsylvania that publish fees
- 2nd Story Wealth PlannersPlymouth MeetingHourly $400/hr, Flat $3,000-$6,000
- Schubert Financial LLCCoatesvilleHourly $200/hr, Flat $1,000-$3,500
- MF Advisers, Inc.DallasHourly $175/hr
- On Target Financial PlanningWest ChesterHourly $275/hr, Flat $2,499-$7,500
- Scarsdale Investment Group, Ltd.Blue BellHourly $200-$300/hr, Monthly $1,750-$3,741/mo
- Eamon Capital Management, LLCWexfordHourly $250/hr
Is something on this page wrong or out of date?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.