Shinneman Wealth Group
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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
Expertise
Occupation focus
Demographic focus
Fee options
$1,000 fixed fee for Estate Guru estate planning support
$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
$200 per hour for financial planning
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
950 Skokie Blvd., Suite 307
Northbrook IL 60062
Advisors at this office
2
Most active in
Illinois · Indiana · Texas
Also doing business as
Shinneman Wealth Group · Shinneman Wealth 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
Quick links
Advisors at this firm
Julia S
Series 65
Northbrook, IL
Shinneman Wealth Group
Julia Shinneman is a financial advisor with Shinneman Wealth Group in Northbrook, IL, holding a Series 65 designation and one year of industry experience. She is also a licensed insurance agent with Shinneman and Associates LTD and provides holistic financial and wellness coaching through Positive Mental Wealth LLC. Shinneman Wealth Group offers discretionary and non-discretionary asset management, financial planning, and ERISA 3(21) retirement-plan advisory services for individuals and plan sponsors. The firm employs a combination of passive and active portfolio construction, uses sub-advisor model portfolios, and integrates insurance products within its offerings.
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.
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