Leading Edge Financial Planning LLC

CRD 277149 · Knoxville, TN · $521.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 277149
SEC number: 801-120413
Firm type: RIA
Assets under management: $521.8M as of Jun 11, 2026
Website: www.pilotmoneyguyspodcast.com ↗
Phone: 865-240-2292
Address: 6921 Office Park Circle, Knoxville, TN, 37909

Advisors at this firm

9 in our index · page 1 of 1

Andrew James ChristopherCRD 7178472 · Carlsbad, CA

IA Registered
Nolan ClarkCRD 7375021 · Owensboro, KY

IA Registered
Mark CovellCRD 7308356 · Asheville, NC

IA Registered
Kevin Nicholas GormleyCRD 5921812 · Knoxville, TN

IA Registered
Jonathan Brooks GrooverCRD 7664337 · Thomasville, GA

IA RegisteredRegistration inactive
Charles Patrick MattinglyCRD 5782195 · Knoxville, TN

IA Registered
Zack Henry PayneCRD 7326023 · Bowling Green, KY

IA Registered
Jason Eric ReaganCRD 6293199 · Knoxville, TN

IA Registered
Jonathan SchultzCRD 8027773 · Raleigh, NC

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.