Longview Wealth Management fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 25, 2026, Longview Wealth Management charges a flat or project fee of $15,000 and an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $15,000
“Fixed fees will not exceed $15,000.”
- Annual fee
- $2,500/yr
“Generally, the retainer is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Longview Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds.”
- “For accounts billed in advance billings are calculated based on the account value of the account on the last day of the prior quarter.”
- “For accounts billed in arrears billings are calculated based on the account value of the account on the last day of the quarter.”
How Longview Wealth Management’s fees compare
- Its flat or project fee of $15,000 is above the Georgia median of $5,000. 93% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 45 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
- Its annual fee of $2,500 is below the Georgia median of $5,438. 26% of the 47 other Georgia planners that publish an annual fee charge less.
- 4 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Longview Wealth Management
- Firm size: 24 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Divorce
- 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
- 1.75% a year
- Clients
- 1,173
- Employees
- 24
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $1,153,580,840
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136214
- Phone
- (404) 843-3100
Can advise clients in 23 states: Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, Missouri, North Carolina, Nebraska, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.