Long Run Investment Management, LLC fees and pricing

Financial planner in Long Grove, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 2, 2026, Long Run Investment Management, LLC charges $150 an hour for financial planning.

Published fees

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

Hourly rate: $150/hr; “Asset Allocation Review – $450.00 - Includes up to 6 hours of planning Consulting Services – $150/Hour - Hourly consulting services will be discussed with the client prior to engagement.”

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

“There may be exceptions to those legacy accounts who have been billed in advance.”
“Additional deposits will also be subject a prorated fee upon deposit.”
“Because we charge in advance, any client that terminates their contract within a quarter will receive a prorated refund of fees that is based on the amount of time elapsed during the quarter.”

Its hourly rate of $150 is below the Illinois median of $273. 5% of the 215 other Illinois planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2011 (15 years).

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
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,082,418
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 159343
Website: LONGRUNINVESTMENTS.COM (opens in new tab)
Phone: (847) 478-3033

Is something on this page wrong or out of date?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