LONG PLANNING, LLC

Overview

Long Planning, LLC is an independent registered investment adviser operating as a small, owner-run RIA that serves individual and family clients. The firm emphasizes financial planning and discretionary portfolio management for individuals, small businesses and institutions, and it also provides pension consulting services. Its fee model is flexible, combining AUM-based fees with hourly and fixed-fee engagements, which supports both ongoing portfolio oversight and stand-alone planning work. Investment activity centers on public pooled vehicles rather than direct alternative allocations or large private-market commitments. The firm lists an accountant among its industry affiliations, suggesting it coordinates tax and accounting considerations as part of its advisory work. Long Planning does not position itself as a capital allocator to external alternative fund managers and is not flagged as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices