Bradley Sanders
Advisor at Stonebridge Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Stonebridge Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Wormleysburg, PA 17043
Credentials
CFP®, Series 63, Series 66
Industry experience
18 years
Bradley Sanders is a CFP® professional with 18 years of industry experience, currently serving at Stonebridge Financial Group, LLC. His career includes roles at Triad Advisors and Econ Wealth Management LLC. Outside of his advisory work, he serves on the boards of Hospice of Central PA/Choices Healthcare and Bishop McDevitt High School, and he is involved with Open Stage, a regional professional theatre and educational program. Stonebridge Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, corporations, and pension plans. The firm offers tailored portfolio management and retirement plan consulting, emphasizing asset allocation, regular account reviews, and specialized retirement solutions.
Based on Stonebridge Financial Group, LLC
Based on Stonebridge Financial Group, LLC
$3,000 to $5,000 per project for financial planning; $4,000 flat fee for retirement plans under $800,000
up to 2.00% annually (maximum)
$250 - $350 per hour, negotiable
602 North Front Street
Wormleysburg, PA 17043
Pennsylvania
Private Client Services
2024 - Present (2 years)
Stonebridge Financial Group, LLC
2024 - Present (2 years)
Triad Advisors
2018 - 2024 (6 years)
Triad Hybrid Solutions
2018 - 2024 (6 years)
Wells Fargo Advisors
2018 - 2018 (1 year)
Econ Wealth Management LLC
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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