Long Run Financial, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Frankfort IL
Advisors at this office
1
Most active in
Illinois
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.
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