Leading Edge Financial Planning LLC, based out of Knoxville, TN, is a reputable investment advisory firm that caters to a diverse clientele. With over 170 individual clients, they oversee an impressive $192,974,000 in assets under management. This local firm has firmly established itself in the industry with seven offices across the region, offering convenient accessibility to their clients.
With an in-depth understanding of employer 401Ks and individual investments, Leading Edge Financial Planning LLC has gained significant expertise in this domain. Notably, their portfolio management is entirely discretionary, allowing clients ...
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Assets Under Mgmt
$192.97M
Investment Professionals
7
Locations
6
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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