Lestna Retirement, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Lestna Retirement is a fee-only wealth management firm that serves individuals, families and a range of institutional clients, including retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers ongoing holistic financial planning, discretionary investment management, one-time comprehensive plans, and fiduciary consulting for ERISA sponsors.
Lestna frames portfolios around a strategic, long-term asset allocation approach, favoring diversified, low-cost vehicles while tailoring model portfolios through tax-aware implementation, household-level coordination, concentrated-position management, and discretionary rebalancing. The firm monitors accounts on an ongoing basis and reports managing approximately $3.82 million in discretionary assets, using household aggregation when applying portfolio decisions.
Compared with many peers, the firm’s brochure discloses that the principal also maintains an active Illinois real estate broker license with Redfin Corporation, and its materials address international investment risks while noting a notable non‑U.S. client presence. The firm also uses client testimonials in its advertising and offers fiduciary consulting services that can include ERISA Section 3(21) and 3(38) engagements, practices that are less common among similar advisers.
Client services
Expertise
Fee options
One-time comprehensive financial plan fixed fee typically ranging from $10,000 to $18,000, with 50% upfront payment
$0 - $1,500,000: 0.70% $1,500,001 - $3,000,000: 0.50% Over $3,000,000+: 0.30%
Hourly financial planning fees up to $350 per hour; fees due upon completion of services
Ongoing financial planning annual flat fee typically starts at $10,000; may vary based on complexity
Account minimum: $250,000 Minimum fee: Minimum annual investment management fee of $3,000, waived if client also engages ongoing financial planning services Fee-only: Fee-only firm; compensated solely by fees paid directly by clients; no commissions or third-party compensation
Main office
Chicago IL
Advisors at this office
2
Most active in
Illinois
Also doing business as
Lestna · Lestna Capital Group LLC · Lestna Capital Group, LLC · Lestna Retirement, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Quick links
Advisors at this firm
Bahdan Y
CFA®
Chicago, IL
Lestna Retirement, LLC
Bahdan Yakavenka is a CFA® charterholder with seven years of experience at BMO Capital Markets and prior experience at CDW and Y???venka Capital Management, totaling four years in the financial industry. He is based in Chicago, IL, and is affiliated with Lestna Retirement, LLC. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and various institutional clients. The firm focuses on a long-term, strategic asset allocation approach using diversified, low-cost vehicles, with services that include fiduciary consulting and discretionary investment management.
Vitaly N
Series 65
Chicago, IL
Lestna Retirement, LLC
Vitaly Novok is a financial advisor at Lestna Retirement, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Lestna Retirement since 2014. In addition to his advisory role, he maintains an active Illinois real estate broker license with Redfin Corporation. Lestna Retirement is a fee-only wealth management firm serving individuals, families, and institutional clients, including retirement plans and charitable organizations. The firm focuses on long-term strategic asset allocation, using diversified, low-cost investments and tax-aware portfolio management while providing fiduciary consulting and discretionary investment services.
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