Long Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$50,566,772
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
70
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$722,382
About
Long Financial Planning provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses, and also offers consulting for qualified pension and profit‑sharing plans. Services include comprehensive financial plans, ongoing discretionary asset management, limited-scope financial review meetings, and participant education for retirement plans.
The firm operates as a fee‑only adviser and typically implements strategic asset allocation using passive index funds and ETFs, placing trades under a limited power of attorney while clients retain custody of assets. Financial plans commonly include net worth statements and periodic reviews, and the adviser also provides advice on assets it does not manage directly, such as workplace retirement accounts.
This firm is notable among solo independent advisers for its retirement‑plan work and for providing participant education and seminars, an offering that is relatively uncommon in the peer group; it advises six qualified plans (on 3(21)/3(38) bases) and provides ongoing reporting and education for those plans. It manages roughly $50 million on a small number of direct client relationships while advising on additional non‑managed assets, reflecting a blend of individual wealth planning and institutional plan consulting that distinguishes it from many peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General tax planning
College savings (529s, UTMA, etc.)
Passive / index investing
Fee options
Financial Review Meetings fee of $1,195 for up to three hours
Financial Review follow-up meetings at $400/hour; participant education for qualified plans at $400/hour
Minimum fee: Minimum annual fee for full financial planning begins at $6,000/year with an additional minimum non-refundable one-time startup fee of $2,000 Fee-only: Full Financial Planning is a fixed fee based on client's net worth; Financial Review Meetings at $1,195 for up to 3 hours; follow-up meetings at $400/hour; participant education for qualified plans at $400/hour or $3,200/day
Main office location
Long Financial Planning
Chicago IL, United States
Number of offices
1
Most active in
Long Financial Planning has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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