Long Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,150,700
Clients
38
13% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
38
HighAverage account size
$477,650
About
The firm provides investment management and financial planning services to individuals and also to pension and profit‑sharing plans, as well as charitable and corporate clients. Services include discretionary portfolio management, ongoing comprehensive planning, project‑based planning, and assistance implementing Separately Managed Accounts.
Its investment approach blends fundamental and technical analysis with Modern Portfolio Theory, and it employs both passive and active strategies to construct asset‑allocation‑based portfolios. The firm may allocate client assets to sub‑advisers and model portfolios and acts as a fiduciary when advising retirement plan accounts under applicable law.
What is noteworthy is that the firm is a solo, fee‑only adviser that also maintains an affiliated public accounting practice and routinely refers clients between the two entities without receiving referral compensation. It also provides institutional portfolio management and pension consulting in addition to individual wealth management, a mix of services that is less common among similarly sized independent advisory firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.75% annually $3,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
Fee-only: Comprehensive Financial Planning monthly fees ranging from $0 to $2,000; Project-Based Financial Planning fixed fees from $500 to $5,000; initial comprehensive planning fee $500 to $4,000
Main office location
Long Planning, LLC
25 N River Ln, Suite 25455
Geneva IL 60134, United States
Number of offices
1
Most active in
Long Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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