# Long Planning, LLC

Long Planning, LLC is a RIA based in Campton Hills, U.S..

## Overview

- **Organization type:** RIA
- **Headquarters:** Campton Hills, U.S.
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** longplanningllc.com
- **LinkedIn:** https://www.linkedin.com/company/kylelongcpa

## Regulatory record

- **CRD number:** 323443
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323443

## About

Long Planning is a fee-only financial advice and tax planning firm offering proactive, tax-smart retirement planning. Services include cash flow planning, tax strategy and preparation, investment management with globally diversified low-cost portfolios, values-based planning, and generosity planning. The firm is fully virtual and works with clients anywhere in the U.S.

## People

- Kyle (Founder & CPA)
- Kyle M. Long — CPA, Owner & Financial Planner

## Questions

### Who runs investment decisions at Long Planning, LLC?

No named principal or investment committee members are publicly known for Long Planning, LLC. The firm has not disclosed leadership or investment team roles through any public channel.

### What is Long Planning, LLC's known posture on co-investments alongside external GPs?

There is no public record of Long Planning, LLC participating in co-investments or any other external capital partnerships.

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Last updated: 2026-08-11T15:07:19.634Z

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