Michael Barrie
Michael Barrie is a ChFC-designated registered investment advisor at Lincolnbridge Financial Planning, LLC, based in Oglesby, IL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 248 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management and comprehensive portfolio management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
141 E Walnut Street, Oglesby, IL, 61348
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a board member of Illinois Valley Credit Union since March 2025, a credit union providing banking services. He dedicates minimal time to this role, which includes voting on issues and approving data.
Employment History
Current Registrations
Lincolnbridge Financial Planning, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.