Lincolnbridge Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,590,059
Clients
246
Advisors
3
of 3 employees
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
Expertise
Fee options
Flat fee up to $10,000 for Financial Planning and Consulting services; no retainer exceeding $500 when services cannot be rendered within 6 months
Maximum 1.50% annually for Asset Management and Comprehensive Portfolio Management; fees are negotiable
Hourly fee at $500/hour for Financial Planning services (used for refund calculation upon termination)
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
141 E Walnut Street
Oglesby IL 61348
Advisors at this office
3
Most active in
Illinois · Texas
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
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.
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.
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.
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