CRD: 330023
Longitude Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-26-2024
- Office Locations
- 1
Office Locations
About Longitude Financial Planning
Longitude Financial Planning is an Austin-based, fee-only fiduciary advisory offering wealth and investment management, tax planning, and coaching, plus bookkeeping and other small-business services. The firm focuses on young professionals and empty nesters approaching retirement, with portfolios largely implemented using ETFs and custody through Schwab. It states 100% client retention since launching in April 2024 and takes no sales commissions.
Team overview
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Asset Classes
Client Personas
Custodian
Services
Technology
Owner & Executives
THOMAS WILLIAM ANZIVINO
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #7213162
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $582,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $582,495 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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