# LONGITUDE FINANCIAL PLANNING

LONGITUDE FINANCIAL PLANNING is an SEC-registered investment adviser.

## Registration

- CRD: 330023
- Type: SEC-registered investment adviser
- Phone: 512-200-4113
- Latest filing: 2026-07-22
- Regulatory AUM: $582K
- Discretionary AUM: $582K
- Clients: 1
- Accounts: 12

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330023/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330023/similar
- Related entities: https://search.stillhousedata.com/firm/330023/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330023

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.