Michael Barrie
Lincolnbridge Financial Planning · Oglesby, Illinois
Michael Barrie is a fee-only financial advisor at Lincolnbridge Financial Planning in Oglesby, Illinois, who holds the ChFC credential. Lincolnbridge Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Lincolnbridge Financial Planning |
|---|---|
| Based in | Oglesby, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $54.7M across 418 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in IL, TX · CRD 6273708 |
| Exams passed | Series 63 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lincolnbridgefp.com |
How Michael's firm compares
- Lincolnbridge Financial Planning's average account is about $131,000, from its Form ADV (assets managed divided by 418 accounts).
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Questions about Michael
Is Michael Barrie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Lincolnbridge Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Lincolnbridge Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michael Barrie based?
Michael Barrie is based in Oglesby, Illinois.
What credentials does Michael Barrie hold?
Michael Barrie holds the ChFC credential.
Is Michael Barrie registered with the SEC?
Yes. Michael Barrie is registered as an investment adviser representative in IL and TX (CRD 6273708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lincolnbridge Financial Planning manage?
Lincolnbridge Financial Planning reports $54.7M across 418 accounts in assets under management.
How do I contact Michael Barrie?
Through Michael's website, www.lincolnbridgefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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