Stonebridge Financial Solutions, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$41,714,863
Total clients
173
2% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
87
Average account size
$241,126
About
Stonebridge Financial Solutions provides ongoing portfolio management, financial planning, and advice on selecting third‑party money managers to individual and high‑net‑worth clients as well as retirement‑plan sponsors. The firm implements written Investment Policy Statements for each client and offers hourly financial planning and discretionary asset management.
Stonebridge applies a mix of fundamental, technical/charting, and cyclical analysis and pursues both long‑term and short‑term trading, with the firm indicating it may use options and short sales as appropriate. Client accounts are reviewed regularly and managed under written discretionary authority, with custodial statements provided to clients on a quarterly basis.
Distinctive features disclosed in the brochure include that the firm’s principals are licensed insurance agents who may recommend commissionable insurance products (including annuities), a practice noted as a potential conflict of interest. The firm also directs some clients to a named third‑party manager (CreativeOne Wealth, LLC) under a fee‑sharing arrangement and receives research or services from custodians (soft‑dollar benefits), all of which are disclosed to clients.
Client services
Expertise
Fee options
$1 - $750,000: 2.00% $750,001 - $1,500,000: 1.50% Above $1,500,000+: 1.25%
$250 per hour
Main office location
Stonebridge Financial Solutions, Inc.
9896 Rosemont Avenue, Ste #101
Lone Tree CO 80124, United States
Number of offices
1
Most active in
Colorado
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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