Christopher C Long
CL
CFP
Christopher C Long
CL
CFP

Christopher Long

24 Years of Experience
Chicago, IL

Christopher Long is a CFP-designated registered investment advisor at Long Financial Planning, based in Chicago, IL, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 77 clients with $51M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
77 clients
Average Client Portfolio
$657K average
Assets Under Management
$50.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

Asset management services are included at no additional charge as part of the Full Financial Planning engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Christopher C Long
CL
Christopher Long

Location

33 N. Dearborn St., Suite 1000, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Long Financial Planning
July 2002 - Present · 24 yrs 3 mos
State Registrations1 state
IL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Formal Education

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