Fee-only adviser · Geneva, IL
Long Planning, LLC
Long Planning, LLC is a fee-only investment adviser registered with the securities regulator of Illinois, with its main office in Geneva, Illinois. On its latest Form ADV, filed March 26, 2026, it reports $18M in regulatory assets under management, 38 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Illinois |
|---|---|
| Firm CRD number | 323443 |
| Office | 25 N River LN Suite 25455 Geneva, IL 60134 |
| Phone | (847) 345-0880 |
| Website | longplanningllc.com |
| Regulatory assets under management | $18M |
| Individual clients | 33 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Geneva
- Leelyn Smith, LLC $852M
- KDM Wealth Management Inc. $112M
- Lenity Financial, Inc. $87M
- Rhodo Wealth Management LLC $12M
- Blue Haven Capital, LLC $122M
See all 6 fee-only advisers in Geneva →
Nearby
- Batavia 2 firms
- St. Charles 2 firms
- Aurora 3 firms
- Warrenville 2 firms
- Naperville 16 firms
- Elgin 1 firm
- Wheaton 4 firms
- Glen Ellyn 3 firms
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