Long Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$50,566,772
Clients
70
Advisors
1
of 1 employees
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
Expertise
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
33 N. Dearborn St., Suite 1000
Chicago IL 60602
Advisors at this office
1
Most active in
Illinois
Also doing business as
Long & Associates LLC · Long Financial Planning
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
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