Long Run Financial, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,023,415
Total clients
24
25% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$584,309
About
The firm provides discretionary investment management, personal financial planning, and financial coaching to individuals and families, and it also offers employer/employee consulting and 401(k) review services for defined-contribution plans. Services are delivered through ongoing asset management and through hourly or project-based planning engagements.
Its investment approach emphasizes strategic asset allocation implemented with a mix of passive index/ETF exposure and active security selection (including dividend-paying stocks and bond funds) informed by fundamental analysis and third‑party research. Portfolios are managed on a discretionary basis using individualized model portfolios, daily monitoring, and quarterly rebalancing and reporting.
The firm manages approximately $14 million for roughly two dozen clients, which supports a hands-on combination of portfolio oversight and tailored planning work such as debt-paydown scenarios and retirement and college planning projections. It limits certain growth-stock strategies to clients deemed sophisticated, operates on a fee-only basis with no commissions or referral fees, adheres to NAPFA/CFP ethical standards, provides employer plan consulting without third‑party compensation, and participates in limited military financial counseling through an external program.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-based fees for financial planning, negotiated and quoted in advance
$0 - $74,999: 1.50% (with $1,000 minimum fee) $75,000 - $149,999: 1.50% $150,000 - $249,999: 1.25% $250,000+: 1.00%
$250 per hour for consulting and financial planning
Account minimum: $1,000 minimum fee for assets under $75,000 Minimum fee: $1,000 minimum fee for assets under $75,000 annually Fee-only: $250 per hour for financial planning and consulting; project fees negotiated
Main office location
Long Run Financial, Ltd.
Frankfort IL, United States
Number of offices
1
Most active in
Long Run Financial, Ltd. 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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