# Kyle Long

> Kyle Long is a fee-only financial advisor at Long Planning in Geneva, Illinois. Kyle charges a percentage of assets (ongoing planning from $5,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and sustainable & impact investing.

Page: https://find.wellspent.co/advisors/kyle-long/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Long Planning
- **Based in:** Geneva, Illinois
- **Fee model:** Percentage of assets
- **Fees (firm's website):** ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.2M across 197 accounts
- **Specialties:** Retirement planning, Tax planning, Sustainable & impact investing
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6706584 (https://adviserinfo.sec.gov/individual/summary/6706584)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 66 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://longplanningllc.com/

## Frequently asked questions

### Is Kyle Long a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Long Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle charges a percentage of assets.

### How much does Kyle charge?

According to Long Planning's website, checked October 30, 2026: ongoing planning from $5,000 a year; 1% a year on the first tier of assets managed; typically works with clients with $500,000 or more.

### Does Kyle work with clients virtually?

Yes. Long Planning says on its website that it works with clients remotely.

### Where is Kyle Long based?

Kyle Long is based in Geneva, Illinois.

### What does Kyle specialize in?

Kyle's specialties include retirement planning, tax planning and sustainable & impact investing. Kyle works with retirees and pre-retirees.

### Is Kyle Long registered with the SEC?

Yes. Kyle Long is registered as an investment adviser representative in IL and TX (CRD 6706584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Long Planning manage?

Long Planning reports $18.2M across 197 accounts in assets under management.

### How do I contact Kyle Long?

Through Kyle's website, longplanningllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6706584): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://longplanningllc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.