# Riverbend Planning Group LLC

> Riverbend Planning Group LLC is a state-registered investment advisory firm in Chicago, IL, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 167187
- Filed as: RIVERBEND PLANNING GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167187
- AdvisorCensus page: https://advisorcensus.com/firm/riverbend-planning-group-llc-chicago-il-167187

## Quick answers

**How is Riverbend Planning Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Riverbend Planning Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Riverbend Planning Group LLC located?**
Riverbend Planning Group LLC's principal office is in Chicago, IL, according to its Form ADV.

**Is Riverbend Planning Group LLC registered with the SEC or a state?**
Riverbend Planning Group LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167187.

**How much does Riverbend Planning Group LLC manage?**
Riverbend Planning Group LLC reports $39,100,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Riverbend Planning Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (13).

**Does Riverbend Planning Group LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167187

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,100,000
- Discretionary: $39,044,000
- Non-discretionary: $56,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $10,767,000 |
| High net worth individuals | 13 | $28,333,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- riverbendplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Riverbend Planning Group LLC (CRD 167187): Form ADV filing data as of October 2026.