Lincolnbridge Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“For purposes of calculating refunds, all work performed by us up to the point of termination shall be calculated at the hourly fee of $500.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lincolnbridge Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our firm bills on cash unless indicated otherwise in writing.”
• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”

How Lincolnbridge Financial Planning, LLC’s fees compare

• Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Illinois median of $4,500. 78% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Lincolnbridge Financial Planning, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

246

Employees

3

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$54,738,753

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

333779

Website

lincolnbridgefp.com (opens in new tab)

Phone

(815) 296-8855

Other planners in Illinois that publish fees

• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr
• Altman AdvisorsChicago$500/hr, $25,000
• Ameribanc CorporationHoffman Estates$500/hr, $250⁠-⁠$5,000

Compare all 526 planners in Illinois