Leading EDGE Financial Planning LLC
SEC RegisteredThe Pilot Money Guys discuss financial topics that matter to everyone in aviation, along with airline news and engaging aviation stories.
About the firm
The Pilot Money Guys is a podcast and financial planning service brought to you by fellow professional pilots and financial planners. The show covers financial topics relevant to aviation professionals and welcomes a diverse range of guest hosts and topics.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning services including investment management, retirement income planning, college planning, tax planning, estate planning, and more, with customized financial plans built around each client's vision for the future.
Who they serve
Everyone in aviation, including pilots and airline professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 109 | $102M |
| High Net Worth Individuals | 193 | $420M |
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of April 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leading EDGE Financial Planning LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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