Long Tran is a CFP-designated registered investment advisor at Creative Planning, based in Oakland, CA, with 11 years of industry experience. Long operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 84,858 clients with $220B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Oakland, CA
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Long is a paid managing member of BNT Holdings LLC, a property holding and development company, since 2018. He dedicates minimal time to this non-investment related activity, co-investing in residential properties for sale or rental income.
Employment History
Current Registrations
Creative Planning
Previous Registrations
Compound Planning, INC.
Lido
Mission Wealth Management, LP
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Canterbury Consulting IncorporatedBroker
State Registrations2 states
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