Long Planning
Financial Services • 
Geneva, Illinois, United States • 1-10 Employees
Company overview
| Headquarters | Geneva, Illinois, United States |
| Website | |
| NAICS | 52 |
| Founded | 2019 |
| Employees | 1-10 |
Key Contact at Long Planning
Kyle M. Long
Founder and Financial Planner
Long Planning Email Formats
Long Planning uses 1 email format. The most common is {first initial} (e.g., j@longplanningllc.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@longplanningllc.com | 100% |
About Long Planning
Long Planning is a fee-only, fiduciary financial planning firm specializing in values-based investing and financial planning for people in the Fox Valley area and across the United States. Here's how we're different: -Values-Based Investing - be proud of the investments you own. -Fee-Only - we sell no products and make no commissions or hidden fees. -Fiduciary - we are obligated to act with your best interest in mind at all times. -No Account Minimums - we make providing financial advice affordable. -Fully Virtual - get advice from anywhere, with clients across the country.
Long Planning revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Long Planning has never raised funding before.
Long Planning Tech Stack
Discover the technologies and tools that power Long Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Australia
Hong Kong
United Kingdom
Frequently asked questions
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