Longitude Financial Planning

Longitude Financial Planning

Longitude Financial Planning incorporated in Texas and filed its initial Form ADV with the Securities and Exchange Commission in 2024, establishing a registered investment adviser presence in Austin. The filing lists the firm as providing financial planning, retirement planning, and investment management to individuals, high-net-worth individuals, small businesses, and corporations. The firm does not disclose assets under management, named principals, or any specialized strategy in its initial regulatory submission. Without a disclosed strategy deck, portfolio composition, or named manager, the investment posture defaults to the broad retail-wealth template described in the Form ADV—a mix of financial planning, retirement advisory, and managed discretionary accounts. The firm's service language targets both individuals and small businesses, positioning it as a generalist RIA at launch. Austin's local advisor market includes both national consolidators and boutique tax-planning firms; Longitude's competitive angle is not yet visible from public filings. As of mid-2026, the firm does not report team size, additional offices, or assets under management. No public appointments, fund launches, or regulatory filings beyond the initial ADV registration indicate operational activity since the 2024 founding. The firm's website, longitudefinancialplanning.com, contains no scraped or indexed content beyond a placeholder or limited-function page. Structure matters most for a 2024-vintage RIA: the unanswered question is whether the firm operates with independent custody, an outsourced chief investment officer relationship, or a turnkey asset management platform. Austin has seen a wave of advisor breakaways from wirehouses and bank trusts; this firm could be a new independent practice or a side project still gathering its first client assets.