# Longitude Financial Planning

> Longitude Financial Planning is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 22, 2026.

- CRD: 330023
- Filed as: LONGITUDE FINANCIAL PLANNING
- Legal name: Longitude Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: July 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330023
- AdvisorCensus page: https://advisorcensus.com/firm/longitude-financial-planning-330023

## Quick answers

**How is Longitude Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Longitude Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Longitude Financial Planning registered with the SEC or a state?**
Longitude Financial Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330023.

**How much does Longitude Financial Planning manage?**
Longitude Financial Planning reports $582,495 in regulatory assets under management in its Form ADV filing dated July 22, 2026 (100% discretionary).

**What types of clients does Longitude Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (5).

**Does Longitude Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330023

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $582,495
- Discretionary: $582,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $124,216 |
| High net worth individuals | 5 | $458,279 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longitudefinancialplanning.com
- potato-chimes-c7sf.squarespace.com
- Facebook facebook.com
- Facebook @tanzivino
- Instagram @thomasanzivino
- LinkedIn @longitude-financial-planning
- LinkedIn @thomas-anzivino
- YouTube @ThomasAnzivino

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longitude Financial Planning (CRD 330023): Form ADV filing data as of October 2026.