Christopher C Long
CL
CFP
Christopher C Long
CL
CFP

Christopher Long

23 Years of Experience
Chicago, IL

Christopher Long is a CFP-designated registered investment advisor at Long Financial Planning, based in Chicago, IL, with 23 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 77 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
77 clients
Average Client Portfolio
$553K average
Assets Under Management
$42.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management

If you choose to have Long Financial Planning manage your assets as part of the Full Financial Planning service, there is no additional charge for investment management services. This is part of the overall financial planning fee.

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Contact

Christopher C Long
CL
Christopher Long

Location

33 N. Dearborn St., Suite 1000, Chicago, IL, 60602

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Long Financial Planning
July 2002 - Present · 23 yrs 9 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

Formal Education

Christopher C Long
CL
Contact
Christopher Long