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LEADING EDGE FINANCIAL PLANNING LLC
CRD 277149 · SEC 801-120413
6921 OFFICE PARK CIRCLE, KNOXVILLE, TN, 37909, United States
Phone
865-240-2292
Fax
865-409-0130
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$521.8M
Discretionary AUM
$521.8M
Team
15 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 109 | $102.0M |
| High net worth individuals | 193 | $419.8M |
States served
AZ, CA, CO, GA, IL, KY, LA, MD, NV, NJ, NC, OH, OK, PA, SC, TN, VA, WI, TX, NH, FL
All web addresses on file
- https://www.pilotmoneyguyspodcast.com/
- https://open.spotify.com/show/2eRIaGBUhOxcp9BVQLYA02
- https://podcasts.apple.com/us/podcast/the-pilot-money-guys/id1557278856
- https://pilotmoneyguys.libsyn.com/
- https://leadingedgeplanning.com/
- https://www.youtube.com/channel/UC5LoL8rW7jAZwe3fsvUpN3Q/featured
- https://www.linkedin.com/company/leadingedgeplanning
- https://www.facebook.com/LeadingEdgePlanning/
- https://www.instagram.com/pilotmoneyguys/
Official SEC filing: View on IAPD