Lbg Advisor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LBG Advisor provides investment advisory and written financial and estate planning to individuals, trusts, pension and profit‑sharing plans, plan participants, corporations, and nonprofit organizations. Services described in the brochure include investment management, pension consulting and education, financial planning, and advisory referral services to third‑party managers.
The firm operates on a non‑custodial basis and manages the bulk of client assets on a non‑discretionary basis, meaning clients approve recommendations before trades are executed. Its investment approach combines top‑down sector rotation with bottom‑up security selection and uses mutual funds, ETFs, individual equities and fixed income, and may include options, margin and certain over‑the‑counter alternative instruments when appropriate.
Distinctive features relative to similarly sized independent advisers include a principal who holds an insurance license and may recommend insurance products for separate commissions, a disclosed potential conflict of interest. The firm’s explicit focus on pension consulting and participant education, together with its advisory referral service model, are less common among peers in this category.
Client services
Expertise
Fee options
Financial, estate planning and wealth management services flat fee ranging from $400 to $20,000
$0 - $650,000: 2.25% annually (0.1875% monthly) $650,001 - $1,400,000: 1.75% annually (0.14583% monthly) $1,400,001 - $1,750,000: 1.50% annually (0.125% monthly) $1,750,001 - $2,000,000: 1.25% annually (0.10416% monthly) $2,000,001+: 1.00% annually (0.08333% monthly)
$585.00 per hour for financial, estate planning, and wealth management review services
Account minimum: $650,000 Fee-only: Percentage of AUM fees as tiered schedule; financial planning flat fees and hourly rates
Main office
2030 Main Street, Ste 1300
Irvine CA 92614
Advisors at this office
2
Most active in
California
Also doing business as
Lbg Advisor · Liberty Benefits Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Johnnie G
Series 63, Series 65, Series 66
Irvine, CA
Lbg Advisor
Johnnie Goodman is a financial advisor with LBG Advisor in Irvine, CA, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with LBG Advisor since 2012. In addition to his advisory work, Goodman provides consulting in retirement planning, life insurance, estate planning, and long-term care insurance. LBG Advisor offers investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and combines top-down sector rotation with bottom-up security selection across various asset types.
Craig S
Series 63, Series 65
Irvine, CA
Lbg Advisor
Craig Sweeney is a financial advisor with LBG Advisor and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has been with LBG Advisor since 2015. In addition to his advisory role, he is the owner and consultant of Resource Planning Management and Insurance Services, a business focused on estate planning, nursing home planning, and long-term care program education. LBG Advisor provides investment advisory and financial and estate planning services to individuals, trusts, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm manages most client assets on a non-discretionary basis and employs a combined top-down and bottom-up investment approach using mutual funds, ETFs, equities, fixed income, and occasionally options and other instruments.
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