Lincolnbridge Financial Planning, LLC

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Client assets under management

$52,590,059

Clients

246

22% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$213,781

About

LincolnBridge Financial Planning delivers asset management, comprehensive portfolio management, financial planning, and retirement-plan consulting to a mix of individual clients (including high-net-worth individuals), trusts, estates and charitable organizations, pension and profit‑sharing plans, and other business entities. The firm’s advisory services, as described in its brochure, include discretionary and non‑discretionary portfolio management using individual stocks, bonds, mutual funds, ETFs, options, REITs and alternative investments, as well as standalone financial plans.

The firm describes a multi‑disciplinary investment process that uses fundamental, technical, quantitative and qualitative analysis alongside strategic, dynamic, tactical and core‑satellite asset‑allocation approaches, with regular monitoring and rebalancing to align portfolios with client objectives and risk tolerances. Its retirement‑plan consulting offering explicitly addresses employer plan sponsors and acknowledges ERISA‑related fiduciary responsibilities for services provided to plans.

What is atypical for a supported firm of this size is the brochure’s disclosure that the client base extends beyond retail investors to include institutional and non‑retail entities — such as pension/plan sponsors and other investment‑adviser and business clients — and indicates relationships with insurance‑licensed representatives and services for retirement plans governed by ERISA. The combination of retirement‑plan consulting with documented ERISA procedures, along with the breadth of investment strategies (including margin, options and alternative investments), distinguishes its service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Financial Planning and Consulting flat fees up to $10,000; retainer not to exceed $500 when services cannot be rendered within 6 months

Percentage

Up to 1.50% annually for Asset Management and Comprehensive Portfolio Management services

Project-based

$500 per hour (used for calculating financial planning consulting fees upon termination)

Main office location

Lincolnbridge Financial Planning, LLC

141 E Walnut Street

Oglesby IL 61348, United States

Number of offices

Most active in

Illinois · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 815-296-8855

Advisors at this firm

John B

Series 63, Series 65

Oglesby, IL

Lincolnbridge Financial Planning, LLC

John Bellino is a financial advisor at LincolnBridge Financial Planning, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual Wealth Management Company and BTNJT, Inc. Bellino’s background includes roles spanning wealth management and financial services. LincolnBridge Financial Planning manages approximately $39.8 million for about 118 clients, including individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a multi-disciplinary investment process combining fundamental, technical, quantitative, and cyclical analysis to tailor portfolios that may include stocks, bonds, ETFs, options, and alternative investments.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments

Gregory V

ChFC®, Series 66

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Gregory Vogel is a financial advisor at LincolnBridge Financial Planning, LLC with the ChFC® designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services LLC and State Farm Insurance, where he spent over three decades. LincolnBridge Financial Planning manages approximately $39.8 million for around 118 clients, including individuals, trusts, pension plans, and business entities. The firm offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a multi-disciplinary investment process and serving both retail and institutional clients.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments

Michael B

ChFC®, Series 63

Oglesby, IL

Lincolnbridge Financial Planning, LLC

Michael Barrie is a ChFC® credentialed financial advisor with 11 years of industry experience. He currently works at Lincolnbridge Financial Planning, LLC and has prior experience at Northwestern Mutual Wealth Management Company and Illinois Valley Community College. Barrie serves as a board member of Illinois Valley Credit Union. Lincolnbridge Financial Planning manages approximately $39.8 million for individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting through a multi-disciplinary investment process.

Equity compensation tax strategy Options & derivatives strategies Private / alternative investments

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