Stonebridge Financial Planning Group, LLC logo

Stonebridge Financial Planning Group, LLC

Updated today

Client assets under management

$326,751,156

Clients

340

24% high-net worth

Advisors

5

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

68

Typical

Average account size

$961,033

About

Stonebridge Financial Planning Group serves individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations and corporations, providing financial planning, portfolio management, retirement plan consulting and related advisory services. The firm operates as a five-advisor team and reports approximately $329.7 million in assets under management across predominantly discretionary accounts.

Advisors at Stonebridge offer both discretionary asset management and financial planning, using Commonwealth’s PPS Custom and PPS Select programs, model portfolios and a mix of long-term buy-and-hold and shorter-term trading strategies as appropriate to client objectives. The firm gathers detailed client information to prepare comprehensive plans (with online access for planning clients), and also provides specialized services such as divorce financial planning and retirement-plan fiduciary consulting under ERISA guidance.

The brochure highlights a few features that distinguish Stonebridge from many peers: it discloses the use of hypothetical or model performance in its materials and runs educational workshops, seminars and client newsletters as part of its outreach. It also notes that certain advisors are licensed insurance agents servicing legacy products (with trail compensation retained by the firm), and discloses a forgivable loan from Commonwealth ($785,000) and a subsequent loan tied to Commonwealth’s acquisition by LPL Financial Holdings—items the firm identifies as potential conflicts of interest related to its platform relationship.

Client services

Financial planning Portfolio management Educational seminars or workshops Divorce planning

Expertise

Retirement income strategy Divorce financial planning

Occupation focus

Retired Founder/Business Owner

Demographic focus

Women Professionals

Fee options

Fixed

Financial planning flat fee starting at $3,000; divorce planning minimum retainer $825; retirement plan consulting may include flat fees

Percentage

$0 - $500,000: 1.50% $500,001 - $750,000: 1.40% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%

Project-based

Up to $275 per hour for financial planning and divorce planning; up to $500 per hour for retirement plan consulting

Other

Account minimum: $300,000 Minimum fee: Commonwealth PPS Select minimum annual program fee of $35 Fee-only: Financial planning flat fee starting at $3,000; hourly rate up to $275 per hour; divorce planning hourly rate $275 with minimum retainer of $825; Retirement Plan Consulting fees negotiable up to 1.5% of assets, flat fee, or hourly up to $500

Main office location

Stonebridge Financial Planning Group, LLC

203 Hillcrest Street

Orlando FL 32801, United States

Number of offices

1

Most active in

Florida · Georgia · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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