Leading Edge Financial Planning LLC

Leading Edge Financial Planning LLC (CRD# 277149) is a financial advisory firm headquartered in Knoxville, TN. They manage $31,682,618 in 297 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    297
    ACCOUNTS
  • Average Account Value
    $106,675
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, TN, TX

Financial Advisors at Leading Edge Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
Charles P. Mattingly
CRD#: 5782195
6921 Office Park Circle, Knoxville, TN 37909
93
Wealthminder
score

Charles Mattingly (CRD# 5782195) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has over 6 years of experience in the finance industry. Charles Mattingly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Kevin N. Gormley
CRD#: 5921812
6921 Office Park Circle, Knoxville, TN 37909
90
Wealthminder
score

Kevin Gormley (CRD# 5921812) is an Investment Advisor Representative working at Leading Edge Financial Planning LLC in Knoxville, TN and has 1 year of experience in the finance industry. Kevin Gormley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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