Are You Overpaying for Investment Advice?

Save 80% Compared to the Traditional 1% fee.

Book a free 20-minute call

Limited to the Next $5 Million

  • New clients have their investment management fee guaranteed at 0.20%.

  • Includes personalized investment recommendations and risk management from a fee-only, fiduciary, financial advisor

  • Investments managed at Charles Schwab by Longitude Financial Planning

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Remaining Promotion

$4,999,999*

*Promotional amount varies and will change without notice. Schedule a call for details

You May be Experiencing
Fee Drag

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Join others who’ve supercharged their retirement by locking-in low cost investment management

THIS IS FOR YOU IF:

  • The more you have in retirement accounts, the more our low fees can save you.

    The longer your savings compound, the more you will have when you begin to withdraw.

    Longitude Financial Planning is an independent RIA (registered investment advisory) in the state of Texas and other districts.

    Our independent nature allows us to provide comprehensive support without limits.

  • The financial system is complicated. A fiduciary advisor works to make recommendations in your best interest.

    Our systems and solutions answer the questions to keep our clients on track to reach their goals.

You Can’t Afford 1%

Financial planning software interface showing a graph with three lines for 10, 20, and 30 years, with a breakeven point marked, and embedded text displaying investment details, projected totals, and fee information.

  • $1M portfolio loses $1.87M to fees (Mezzi)

  • 1% is above market rate past $2M (Kitces)

Reserve Your Promotional Rate