Leading Edge Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Knoxville, TN. Its latest Form ADV filing, dated April 13, 2026, reports $522M in regulatory assets under management, 15 employees, 9 offices, and 1,678 accounts.
Assets Under Management
$522M
Employees
15
Offices
9 offices
Total Clients
302
Primary office
KNOXVILLE, TN
6921 OFFICE PARK CIRCLE, KNOXVILLE, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.9% of total clients.
Top client categories% of clientsClients
1
HNWI
63.9%
193
2
Individuals
36.1%
109
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$522Mas of April 13, 2026
Discretionary100.0%
$522M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$522M
Total Accounts1,678
10Y AUM Change+$387M (+285.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee20:1
10Y Employee Change+8 (+114.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.