Are You Overpaying for Investment Advice?
Save 80% Compared to the Traditional 1% fee.
Schedule a Call to Learn How Much You’ll Save
Limited to the Next $5 Million
New clients have their investment management fee guaranteed at 0.20%.
Includes personalized investment recommendations 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
Join others who’ve supercharged their retirement by locking-in low cost investment management
What Clients Say
“Thomas has been a wonderful financial advisor to me for the past two years. His sliding scale makes it so that there is no barrier to entry when it comes to planning for the future. 📈
When we started working together, I was flipping grilled Cheese for customers, grinding in the service industry. Thomas was able to meet me where I was to right size my goals to my living situation. Now, as I find myself in a salary job the fundamentals of budget building that I’ve learned from Thomas have carried through and I’ve been able to reap the rewards of those positive habits, we’ve built together. 🤜🏻 🤛🏽
I highly recommend working with Thomas if you’re looking to invest in your future.”-Financial Coaching Client
“Thomas provides expert advice and guidance to help us meet our retirement goals. Straight forward, no nonsense, and trustworthy. I would recommend his services to those just starting out through those well into retirement.”
-Wealth Management Client
“I highly recommend Thomas and Longitude Financial Planning! Thomas is excellent at what he does—professional, knowledgeable, and patient. Talking about finances usually makes me anxious, but he has a way of explaining everything clearly and calmly that immediately puts me at ease. After working with him, I felt more confident and less stressed about my financial decisions.”
-Wealth Management Client
These testimonials were provided by current clients of Longitude Financial Planning. No cash or non-cash compensation was provided. Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success. Read these reviews and more on GoogleNext Steps
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You Can’t Afford 1%
1% fee erases 26% over 30 years (UNSW Business School)
$1M portfolio loses $1.87M to fees (Mezzi)
1% is above market rate past $2M (Kitces)
Before
Fee Drag
Emotional Investing
No Rebalancing
Complicated Investments
After
Automated Savings
Long-term Investing plan
Coordinated Tax Strategy
Lower Money Stress
Reserve Your Promotional Rate
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Step 1: Schedule a Free Fee Review
Meet with Thomas to share the details of your retirement investments
Step 2: Learn how much you can save
At the end of our Free Fee Review, you’ll have an estimate of how much our service can save you and increase your account growth.
Step 3: Sign your agreement and Transfer your investments
We’ll guarantee your rate in your client agreement and help to transfer your 401(k), 457(b), IRA and Roth accounts to our management.
THIS IS FOR YOU IF:
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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.
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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.