SEC Form ADV · CIK 1967205

LEADING EDGE FINANCIAL PLANNING LLC

Firm profile: Leading Edge Financial Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserTN

$521.8M

Assets Under Management

1,678

Total Clients

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Registration Details

CIK: 1967205
Accession: CRD-277149
Location: KNOXVILLE, TN
Filing Date: April 13, 2026
AUM: $521.8M
Total Clients: 1,678
Amendment: No
SEC EDGAR: View original filing →

About this Adviser

LEADING EDGE FINANCIAL PLANNING LLC is a registered investment adviser headquartered in KNOXVILLE, TN, managing approximately $521.8M in assets across 1,678 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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