Furlong Investment Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$18,428,868
Clients
24
Advisors
1
of 1 employees
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
Expertise
Demographic focus
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
Chicago IL
Advisors at this office
1
Most active in
Illinois
Also doing business as
Furlong Investment Solutions, LLC · Furlong, Matthew
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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
Quick links
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