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, individual-owned registered investment adviser that began SEC registration in 2021. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients a percentage-of-AUM fee. Its reported client base is primarily individuals and families. Firm disclosures note an industry affiliation with accountants and indicate the adviser does not self-identify as an active ESG investor, pension consultant, related adviser, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 9
Jason Reagan
Financial AdvisorCRD 6293199
Jonathan Groover
ParaplannerCRD 7664337
Mark Covell
Financial PlannerCRD 7308356
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
Similar firms
Brogan Financial
RIAKnoxville, TN
Cogentblue
RIAKnoxville, TN
NBZ Investment Advisors, LLC
RIAKnoxville, TN
Insight Strategic Wealth LLC
RIAKnoxville, TN
Visionary Horizons, LLC
RIAKnoxville, TN
WMG Financial Advisors, LLC
RIAKnoxville, TN