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Leading Edge Financial Planning Llc
Knoxville, Tennessee
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 ...see more
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
Reviews for Leading Edge Financial Planning Llc
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