Furlong Investment Solutions, LLC fees
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated November 1, 2026, Furlong Investment Solutions, LLC (Chicago, IL) charges $200 an hour and a flat or project fee of $1,200-$15,000 for financial planning.
- Website: furlonginvestments.com (opens in new tab)
- Call (773) 218-4346
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed November 1, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the Chicago median of $250; 6% of the 32 other planners in Chicago that publish an hourly rate charge less. Below the Illinois median of $275; 9% of the 115 other planners in Illinois charge less.
“Our standard hourly rate is $200.00 per hour.”
- Flat or project fee
- $1,200-
$15,000 Runs from below the Chicago median of $4,950 to above it. Runs from below the Illinois median of $4,975 to above it.
“The fixed fee ranges from $1,200 to $15,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab), EA, and CFA
- Team size
- Solo practice (one employee)
- Registered since
- 2016 (10 years)
How Furlong Investment Solutions, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial Planning Fee Schedule - Clients are billed on either a fixed and/or standard hourly fee for providing financial planning and consulting services under a stand-alone engagement.”
- “Planning fees may be billed in advance on a retainer of no more than six months, or in arrears at the end of the engagement year.”
- “If the engagement ends before the financial plan is delivered, any prepaid planning fee will be refunded, less a prorated amount for work completed.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 24
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $18.4 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of November 1, 2026
- CRD number
- 281796 (opens in new tab)
- Phone
- (773) 218-4346
Other planners in Chicago that publish fees
- Hazelwood Investment Advisors LLCChicagoHourly $175/hr, Quarterly $500-$1,500/qtr
- MEL & CoChicagoHourly $150-$250/hr, Flat $3,300
- Lestna Retirement, LLCChicagoHourly up to $350/hr, Flat $10,000-$18,000
- Indie Financial PlanningChicagoHourly $200/hr, Monthly $125-$250/mo
- HG Wealth Management, LLCChicagoHourly $250/hr, Annual $1,000-$10,000/yr
- Robert L. Weisman, LLCChicagoHourly $200/hr 2011 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.