LP Profile

Leading Edge Financial Planning

Also known as leading edge financial planning

Wealth ManagerKnoxville, United StatesFounded 2015
Knoxville
Headquarters
Investment Focus

About Leading Edge Financial Planning

Specialized Financial Planning for Airline Pilots and High Income Families. We believe there is a better way to provide objective financial advice.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Leading Edge Financial Planning from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$521.8M
Total Clients
1,678
Filing Date
April 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Leading Edge Financial Planning across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Leading Edge Financial Planning?

Leading Edge Financial Planning is a wealth manager based in Knoxville, United States.

Where is Leading Edge Financial Planning headquartered?

Leading Edge Financial Planning is headquartered in Knoxville, United States.

When was Leading Edge Financial Planning founded?

Leading Edge Financial Planning was founded in 2015.

How can I contact Leading Edge Financial Planning?

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