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Long Financial Planning
LONG FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $51 million in regulatory assets. It has 1 employee and 1...
Long Financial Planning
LONG FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $51 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Plymouth Meeting
Corporate office
Plymouth Meeting, PA, United States
Principals
John Long
President
Sector focus
Frequently asked questions
Who runs investment decisions at Long Financial Planning?
John Long, the firm's President, sets the investment and planning direction. As with many boutique RIAs, he likely chairs an internal investment committee that selects the mutual funds and ETFs populating client portfolios (per the firm's public disclosures).
Is Long Financial Planning a single-family office or a wealth manager?
It is a retail wealth management practice, not a family office. The firm serves multiple unrelated clients—typically pre-retirees and mass-affluent families—rather than a single pool of dynastic capital.
Does the firm participate in fund commitments or direct deals?
No. Long Financial Planning builds client portfolios from publicly traded funds and manages them to an asset allocation model. There is no evidence of private fund commitments, direct co-investments, or angel syndication.
What investment stages or asset classes does the firm typically target?
The firm focuses on traditional asset classes—U.S. large-cap and mid-cap equity, taxable and municipal fixed income, and cash equivalents—delivered through mutual funds and ETFs. Private equity, venture capital, and direct real estate are not part of its standard offering.
How is Long Financial Planning compensated, and does it have a fiduciary duty?
The practice operates as a registered investment advisor, which carries a fiduciary obligation to clients. Compensation likely comes from a percentage of assets under management or a fixed planning fee, not from commissions on product sales (per the firm's RIA registration).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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