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LEADING EDGE FINANCIAL PLANNING LLC

KNOXVILLE, TN · CRD 277149 · IAPD ↗ · 865-240-2292

$521.8MRegulatory AUM
9Advisory reps
15Employees
0Clients
51-100Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — LEADING EDGE FINANCIAL PLANNING LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — LEADING EDGE FINANCIAL PLANNING LLC added office(s): 7 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — LEADING EDGE FINANCIAL PLANNING LLC crossed $500M in regulatory AUM ($360.2M -> $521.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — LEADING EDGE FINANCIAL PLANNING LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
28
December 2025 — LEADING EDGE FINANCIAL PLANNING LLC changed its website from leadingedgeplanning.com to pilotmoneyguyspodcast.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
December 2025 — LEADING EDGE FINANCIAL PLANNING LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
July 2025 — LEADING EDGE FINANCIAL PLANNING LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — LEADING EDGE FINANCIAL PLANNING LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — LEADING EDGE FINANCIAL PLANNING LLC reported RAUM up 32% ($273.7M -> $360.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2025 — LEADING EDGE FINANCIAL PLANNING LLC notice-filed in NH, PA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2024 — LEADING EDGE FINANCIAL PLANNING LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — LEADING EDGE FINANCIAL PLANNING LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — LEADING EDGE FINANCIAL PLANNING LLC reported RAUM up 42% ($193.0M -> $273.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.