$18.2M Total AUM
$18.2M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
3 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Alpha frontier
- Established Date
- 11-28-2022
- Office Locations
- 1
Office Locations
25 N River LN Suite 25455 Geneva IL
About Long Planning, LLC
Long Planning is a fee-only, fiduciary RIA providing tax-efficient retirement planning and ongoing investment management for tax-sensitive retirees, successful professionals, and business owners pursuing a “work-optional” lifestyle. Led by CPA financial planner Kyle Long, the firm emphasizes lifetime tax optimization and personalized, regularly reviewed plans, and custodies client assets on Altruist.
Team overview
-- AVG AGE
$18.2M AVG AUM / ADVISOR
$477.6K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Optima Ember vector
Custodian
Frontier matrix Meridian vector Harbor Zenith crest
Fund Managers
Timber zenith
Investment Themes
Momentum value Vertex Focus meridian
Investment Vehicles
Beacon delta Harbor wave
Services
Horizon Zenith Summit unison Prime Pathway eagle Insight Oak matrix Focus vector
Technology
Unison oak
Owner & Executives
KYLE MATTHEW LONG
Chief Compliance Officer, Owner
- CRD
- #6706584
- Ownership
- 75% or more
(790) 330-2064
frontier.eagle@vitalcapital.com
in linkedin.com/in/beacon-frontier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,150,700 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,150,700 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,150,700
Public Funds:
22.2% Cash:
23.3% Equity - Exchange:
54.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,374,091,666 | 22.2% |
| Cash | $1,442,177,289 | 23.3% |
| Equity - Exchange | $3,373,333,142 | 54.5% |
| Total | $6,189,602,097 | 100.0% |