LEADING EDGE FINANCIAL PLANNING LLC
Firm details
- Headquarters
- KNOXVILLE, Tennessee
- CRD number
- 277149
- Registered since
- March 1, 2021
- Website
- www.leadingedgeplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.46%
- Individuals19.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leading Edge Financial Planning LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm focuses on fee-based relationships charging a percentage of assets under management and serves individual and family clients as well as small-business owners. Its core services are comprehensive financial planning and portfolio management for individuals and small businesses. The firm does not position itself as an ESG investor and is not characterized as a multi-state adviser in the source data. An accounting industry affiliation is noted.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities96%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Contacts
3 of 8Jason Reagan
Financial AdvisorCRD 6293199
Mark Covell
Financial PlannerCRD 7308356
KEVIN GORMLEY
PrincipalCRD 5921812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$572M in ETFs
25%
$142M
50%
$430M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $70M | 914,702 | 12.23% |
Location
KNOXVILLE, TN
KNOX
Location
KNOXVILLE, TN
Headquartered in KNOXVILLE, TN, anchoring the Knoxville-Morristown-Sevierville, TN metro in the South.
- Metro area
- Knoxville-Morristown-Sevierville, TN
- Region
- South
- County
- KNOX
- Address
- 6921 Office Park Cir
- Time zone
- CT (UTC-6)
- Office locations
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