Stonebridge Financial Planning Group, LLC

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.