# Matthew Furlong

> Matthew Furlong is a fee-only financial advisor at Furlong Investment Solutions in Chicago, Illinois, who holds the CFP and CFA credentials. Matthew focuses on retirement planning, tax planning and estate & legacy planning. Furlong Investment Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Furlong Investment Solutions
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $18.4M across 26 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Small business owners
- **Works with:** Early-career professionals, Pre-retirees, Retirees
- **CRD:** 1738088 (https://adviserinfo.sec.gov/individual/summary/1738088)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 63 (1997), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://furlonginvestments.com

## Frequently asked questions

### Is Matthew Furlong a fee-only financial advisor?

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

### How does Matthew charge for financial advice?

Matthew's firm, Furlong Investment Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Matthew charge?

According to Furlong Investment Solutions's website, checked October 30, 2026: no asset minimum.

### Where is Matthew Furlong based?

Matthew Furlong is based in Chicago, Illinois.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, tax planning, estate & legacy planning and small business owners. Matthew works with early-career professionals, pre-retirees and retirees.

### What credentials does Matthew Furlong hold?

Matthew Furlong holds the CFP and CFA credentials.

### Is Matthew Furlong registered with the SEC?

Yes. Matthew Furlong is registered as an investment adviser representative in IL (CRD 1738088), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Furlong Investment Solutions manage?

Furlong Investment Solutions reports $18.4M across 26 accounts in assets under management.

### How do I contact Matthew Furlong?

Through Matthew's website, furlonginvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1738088): 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://furlonginvestments.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.