Long Run Financial, LTD fees and pricing

Financial planner in Frankfort, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 12, 2026, Long Run Financial, LTD charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Services are billed at an hourly rate of $250, or on a project basis.”

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

“Investment Advisory Service Fees Investment Advisory Fees are paid quarterly in advance.”
“The client must consent in advance to direct debiting of their investment account.”
“Refunds will be given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
1 of the 2 other planners in Frankfort that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2007 (19 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 24
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $14,023,415
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 145077
Website: longrunfinancial.com (opens in new tab)
Phone: (815) 464-9275

Is something on this page wrong or out of date?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.