Kyle Long
Long Planning · Geneva, Illinois
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $18.2M across 197 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 6706584 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | longplanningllc.com |
| Profile |
How Kyle's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Illinois median of $5,000 for fee-only firms that publish prices.
- Long Planning's average account is about $92,000, from its Form ADV (assets managed divided by 197 accounts).
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Questions about Kyle
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Long Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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