Kyle Long is a registered investment advisor at Long Planning, LLC, based in Geneva, IL, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 31 clients with $14M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
25 N River Ln, Suite 25455, Geneva, IL, 60134
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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
Kyle owns Kyle Long, CPA, a public accounting firm, and refers clients between his firm and LP when appropriate. He also works as a CPA at D.L. Purvine, PLLC, dedicating about 10-20% of his time to this role and minimal time to his own firm.
Employment History
Current Registrations
Long Planning, LLC
Previous Registrations
Inspire Advisors, LLC
Highpoint Advisor Group, LLC
LPL Financial LLCBroker
State Registrations2 states
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.