Longview Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300⁠-⁠$4,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $300 - $4,000 based on the complexity and scope of the project and an ongoing fee that is paid monthly, in advance, at the rate of $100 - $500 per month based on the complexity and needs of the client.”

Monthly fee

$100⁠-⁠$500/mo

From the same sentence as above.

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

How Longview Investment Management LLC bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Longview Investment Management LLC’s fees compare

• Its flat or project fee of $300-$4,000 is below the Nebraska median of $5,000. 22% of the 32 other Nebraska planners that publish a flat or project fee charge less.
• 2 of the 19 other planners in Omaha that publish a flat or project fee charge less.

About Longview Investment Management LLC

• Principal: Jason Williams
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

34

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$8,468,475

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

301256

Website

twitter.com/longviewim (opens in new tab)

Phone

(402) 681-7764

Other planners in Omaha that publish fees

• Arkfeld Wealth Strategies, L.L.C.Omaha$1,000/yr
• Cambridge Advisors IncOmaha$2,500
• Canvas Retirement Planning LLCOmaha$300/hr, $500⁠-⁠$15,000
• Convergence Advisory GroupOmaha$100⁠-⁠$200/mo
• Cornerstone Financial Group,llcOmaha$5,000⁠-⁠$25,000
• CWS Wealth PartnersOmaha$1,000⁠-⁠$5,000

Compare all 46 planners in Omaha