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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

203 Hillcrest Street
Orlando, Florida 32801
Tel: 407-695-7100

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About STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC, formally registered with the SEC as STONEBRIDGE FINANCIAL PLANNING GROUP, LLC. The firm was established in 07/26/2018. They have over 1 offices throughout the country.

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC is a Orlando, Florida based Financial Planning firm with nearly $219,821,100 assets under management, offering retirement planning & investment advisory services to 634 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#154616
SEC#801-113696
Assets Managed by Firm$219,821,100
No. of Clients634
No. of Advisors9

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
  • Other (DIVORCE PLANNING)

Firm Client Information

No. of ClientsAUM
Firm Total634$219,821,100
Individuals (other than high net worth individuals)279$110,106,677
High net worth individuals42$107,190,638
Pension and profit sharing plansFewer than 5 clients$446,884
Charitable organizationsFewer than 5 clients$42,380
Corporations or other businessesFewer than 5 clients$2,034,521

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