Firm
Long Planning
Geneva, Illinois
Fee-only
Long Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 38 individual clients, 5 of them high net worth.
- Its average account is about $92,000 (assets it manages divided by its 197 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Illinois median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Geneva, Illinois |
|---|---|
| Website | longplanningllc.com |
| Phone | (847) 345-0880 |
Long Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"$0 – $2,000,000 1.00%" source
"A minimum annual advisory fee of $5,000 applies." source
"Clients typically have $500,000 or more in investable assets." source
"A minimum annual advisory fee of $5,000 applies." source
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 | $18 million |
| Individual clients | 33 |
| High-net-worth clients | 5 |
| Accounts managed | 197 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 323443 |