Long Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$5,000

“Fixed fee rates range between $500 to $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Long Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients who engaged LP for services prior to March 2025 may be billed under a different fee schedule.”
• “Our fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods. 9 Comprehensive Financial Planning We charge a recurring fixed fee for Comprehensive Financial Planning.”

How Long Planning, LLC’s fees compare

• Its flat or project fee of $500-$5,000 spans the Illinois median of $4,500. 30% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 2 other planners in Geneva that publish a flat or project fee charge less.

About Long Planning, LLC

• Principal: Kyle M. Long
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Founded: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

38

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$18,150,700

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

323443

Website

longplanningllc.com (opens in new tab)

Phone

(847) 345-0880

Other planners in Geneva that publish fees

• Leelyn Smith, LLCGeneva$150⁠-⁠$350/hr, $500⁠-⁠$5,000
• Rhodo Wealth Management LLCGeneva$3,000⁠-⁠$10,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 4 planners in Geneva