Firm
Long & Associates LLC
Chicago, Illinois
Fee-only
Long & Associates LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 70 individual clients, 20 of them high net worth.
- Its average account is about $272,000 (assets it manages divided by its 186 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Chicago, Illinois |
|---|---|
| Website | longfinancialplanning.com |
| [email protected] | |
| Phone | (312) 373-9265 |
Long & Associates LLC fees
Long & Associates LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $51 million |
| Individual clients | 50 |
| High-net-worth clients | 20 |
| Accounts managed | 186 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 123517 |