Long Planning, LLC

Long Planning, LLC (CRD# 323443) is a financial advisory firm headquartered in Geneva, IL. They manage $12,374,184 in 111 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
25 N River Ln, Suite 25455, Geneva, IL 60134
https://longplanningllc.com/
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $111,479
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL, TX

Financial Advisors at Long Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kyle Long, financial advisor Geneva IL
Kyle M. Long
CRD#: 6706584
25 N River Ln, Suite 25455, Geneva, IL 60134

Kyle Long (CRD# 6706584) is an Investment Advisor Representative working at Long Planning, LLC in Geneva, IL and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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