Shinneman Wealth Group

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Client assets under management

$31,326,016

Clients

139

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$225,367

About

Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individual clients and plan sponsors. The firm manages approximately $31.3 million in client assets and also offers estate‑planning support through a third‑party platform.

The firm combines passive and active portfolio construction, accesses model portfolios through a sub‑advisor relationship with AE Wealth Management, and conducts ongoing portfolio monitoring and rebalancing. Its investment program may include the use of derivatives and options strategies in separately managed accounts and allocations to products such as leveraged/inverse ETFs and buffer funds when deemed suitable.

Distinctive features include an affiliated insurance agency under common control and advisors who are licensed to sell insurance and annuities, with commission compensation disclosed as a potential conflict of interest. Compared with many peers, the firm operates with relatively modest assets under management and does not emphasize a high‑net‑worth client niche, while offering integrated plan advisory and third‑party estate‑planning support.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance

Occupation focus

Retired Founder/Business Owner

Demographic focus

Mid-Career Professionals

Fee options

Fixed

$1,000 fixed fee for Estate Guru estate planning support

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000.01 - $2,000,000: 0.85% annually $2,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01 - $10,000,000: 0.50% annually $10,000,000.01+: 0.30% annually

Project-based

$200 per hour for financial planning

Other

Fee-only: Financial planning at $200 per hour billed in 15-minute increments; Estate planning support fee $1,000 fixed fee plus separate Estate Guru fees; ERISA plan services up to 1% annually (negotiable)

Main office location

Shinneman Wealth Group

950 Skokie Blvd., Suite 307

Northbrook IL 60062, United States

Number of offices

Most active in

Illinois · Indiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Is not active or affiliated with:

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 847-933-9222

Advisors at this firm

Julia S

Series 65

Northbrook, IL

Shinneman Wealth Group

Julia Shinneman is a financial advisor at Shinneman Wealth Group with one year of industry experience. She holds a Series 65 designation and has been involved with Shinneman Wealth Group since 2025. In addition to her advisory role, she owns Positive Mental Wealth LLC, where she provides holistic financial and wellness coaching. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support. The firm serves individual clients and small businesses, managing approximately $30 million across about 130 client relationships, and employs a combination of passive and active investment strategies, including the use of sub-advisors and option-based products.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retired Founder/Business Owner Mid-Career Professionals

Charles S

Series 63, Series 65

Northbrook, IL

Shinneman Wealth Group

Charles Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Shinneman Wealth Group since 2018 and previously at firms including Purshe Kaplan Sterling Investments and AGT The Safe Money People. Outside of advisory work, he is also active as an insurance agent. Shinneman Wealth Group provides discretionary and non-discretionary asset management, financial planning, retirement-plan consulting, and estate-planning support primarily to individual clients and small businesses. The firm employs a combination of passive and active investment strategies, utilizes third-party sub-advisors, and offers estate-plan drafting services through a fixed-fee platform.

Debt management Cash flow / budgeting College savings (529s, UTMA, etc.) Divorce financial planning General estate planning guidance Retired Founder/Business Owner Mid-Career Professionals

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