LEADING EDGE FINANCIAL PLANNING LLC

6921 Office Park Circle
Knoxville, Tennessee 37909
Tel: 865-240-2292

About LEADING EDGE FINANCIAL PLANNING LLC

LEADING EDGE FINANCIAL PLANNING LLC, formally registered with the SEC as LEADING EDGE FINANCIAL PLANNING LLC. The firm was established in 03/01/2021. They have over 8 offices throughout the country.

LEADING EDGE FINANCIAL PLANNING LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $360,175,782 assets under management, offering retirement planning & investment advisory services to 1388 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	277149
SEC#	801-120413
Assets Managed by Firm	$360,175,782
No. of Clients	1388
No. of Advisors	13

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1388	$360,175,782
Individuals (other than high net worth individuals)	364	$180,520,257
High net worth individuals	93	$179,655,525

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