Michael Marietti
Riverbend Planning Group · Chicago, Illinois
Michael Marietti is a fee-only financial advisor at Riverbend Planning Group in Chicago, Illinois. Michael focuses on retirement planning, estate & legacy planning and tax planning. Riverbend Planning Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Executives
- Retirees
Facts
| Firm | Riverbend Planning Group |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $39.1M across 44 accounts |
| SEC registration | Investment adviser representative in IL, IN · CRD 1999823 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.riverbendplanning.com |
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Questions about Michael
Is Michael Marietti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Riverbend Planning Group 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, Riverbend Planning Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Marietti based?
Michael Marietti is based in Chicago, Illinois.
What does Michael specialize in?
Michael's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and real estate investors. Michael works with physicians, executives and retirees.
Is Michael Marietti registered with the SEC?
Yes. Michael Marietti is registered as an investment adviser representative in IL and IN (CRD 1999823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Riverbend Planning Group manage?
Riverbend Planning Group reports $39.1M across 44 accounts in assets under management.
How do I contact Michael Marietti?
Through Michael's website, www.riverbendplanning.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
- Riverbend Planning Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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