Furlong Investment Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$18,428,868
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
33% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$767,870
About
Furlong Investment Solutions, LLC is a fee‑only registered investment adviser that provides financial planning and discretionary investment management to individuals, family trusts and estates, and qualified retirement plans. The firm also delivers retirement plan consulting and services to employer plan sponsors and other corporate or business clients, in addition to serving pension and profit‑sharing plans.
The firm implements portfolios through a strategic asset allocation framework using a core‑and‑satellite approach, favoring low‑cost passive core holdings (index funds and ETFs) supplemented by tactically selected active positions, with periodic rebalancing and a generally long‑term, buy‑and‑hold orientation. Financial planning is integrated into investment decision‑making across cash flow, tax, insurance, retirement and estate considerations, and the adviser operates under a fiduciary, fee‑only model.
Distinctively for an independent RIA of its size, the firm routinely provides retirement plan consulting to plan sponsors and may act as an ERISA Section 3(21) or 3(38) fiduciary, including participant education and assistance with record‑keeper and vendor selection — services that are relatively uncommon among peers. The adviser’s principal holds CFA, CFP and Enrolled Agent credentials and brings multi‑decade industry experience, including institutional trading and tax representation expertise that informs both individual and institutional portfolio management.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Cash flow / budgeting
Demographic focus
Young Families
Mid-Career Professionals
Approaching retirement
Fee options
Fixed fees for comprehensive financial planning packages ranging from $1,200 to $5,000 depending on client complexity and life cycle investing stage, negotiable
$0 - $500,000: 1.00% annually $500,001 - $1,500,000: 0.90% annually $1,500,001 - $2,500,000: 0.80% annually $2,500,001 - $3,500,000: 0.70% annually $3,500,001 - $4,500,000: 0.60% annually $4,500,001 - $5,500,000: 0.50% annually $5,500,001 - $7,500,000: 0.40% annually $7,500,001+: 0.30% annually
Standard hourly rate of $200 per hour for financial planning services, negotiable
Fee-only: Financial planning fees: hourly rate of $200 per hour (negotiable); fixed fees for comprehensive financial planning packages ranging from $1,200 to $5,000 depending on client complexity and life cycle stage (negotiable)
Main office location
Furlong Investment Solutions, LLC
Chicago IL, United States
Number of offices
1
Most active in
Furlong Investment Solutions, LLC 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")