# Long Planning, LLC

> Long Planning, LLC is a state-registered investment advisory firm in Geneva, IL, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 323443
- Filed as: LONG PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Geneva, IL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323443
- AdvisorCensus page: https://advisorcensus.com/firm/long-planning-llc-geneva-il-323443

## Quick answers

**How is Long Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Long Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Long Planning, LLC located?**
Long Planning, LLC's principal office is in Geneva, IL, according to its Form ADV.

**Is Long Planning, LLC registered with the SEC or a state?**
Long Planning, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 323443.

**How much does Long Planning, LLC manage?**
Long Planning, LLC reports $18,150,700 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Long Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (5).

**Does Long Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323443

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $18,150,700
- Discretionary: $18,150,700
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,745,200 |
| High net worth individuals | 5 | $9,405,500 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longplanningllc.com
- LinkedIn @kylelongcpa
- X @KyleLongCPA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Long Planning, LLC (CRD 323443): Form ADV filing data as of October 2026.