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

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$213,781

About

LincolnBridge Financial Planning, LLC provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and corporations or other business entities. The firm’s documented offerings include asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting for employer plan sponsors.

Portfolios are constructed from individual stocks, bonds, ETFs, mutual funds, options and alternative investments and are continuously monitored and rebalanced as appropriate; the brochure describes use of fundamental, technical, quantitative and qualitative analysis methods. The firm also emphasizes client education and a fiduciary standard and delivers a range of planning work — including retirement, estate, corporate tax planning, cost segregation studies and real estate analysis — that is integrated with its portfolio management services.

What is distinctive for a three‑advisor practice managing roughly $54.7 million is the explicit focus on institutional and plan sponsor work (including ERISA 3(21)/3(38) retirement plan consulting) alongside individual wealth management. The brochure also notes staff hold insurance licenses and advanced designations (ChFC, CLU, RICP) and documents use of more complex strategies (options, margin, alternative investments, REITs), indicating capacity to serve insurance‑related, corporate and other non‑retail client needs that are less common among firms of this size.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing

Fee options

Fixed

Flat fee up to $10,000 for Financial Planning and Consulting services; no retainer exceeding $500 when services cannot be rendered within 6 months

Percentage

Maximum 1.50% annually for Asset Management and Comprehensive Portfolio Management; fees are negotiable

Project-based

Hourly fee at $500/hour for Financial Planning services (used for refund calculation upon termination)

Other

Fee-only: Flat fee basis for Financial Planning and Consulting services up to $10,000; hourly rate for partial work upon termination is $500/hour

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Options & derivatives strategies Real estate investing

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