Stonebridge Financial Planning Group, LLC
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 154616
- Registered since
- July 26, 2018
- Website
- www.stonebridgefpg.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI63.84%
- Individuals35.26%
- Corporations / Businesses0.9%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Stonebridge Financial Planning Group, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 2018. The firm is owner‑managed and concentrates on individual and family clients, offering a mix of fee approaches including percentage of AUM, hourly charges, and fixed fees. Core services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also operates as an insurance broker, which aligns with its use of annuities and insurance-related solutions within client plans. Stonebridge does not identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Contacts
3 of 7
Rebecca Robey
Financial PlannerCRD 6368726
Dianne Webb
Financial PlannerCRD 4760887
Catherine Hyder
Financial Planner, AdvisorCRD 5564096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 191Active vs passive
$339M in ETFs
85%
$288M
14%
$51.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $17.6M | 60,541 | 5.19% |
Location
Orlando, FL
Orange
Location
Orlando, FL
Headquartered in Orlando, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 203 Hillcrest St
- Time zone
- ET (UTC-5)
- Office locations
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