{
  "crd_number": 154616,
  "slug": "stonebridge-financial-planning-group-llc-orlando-fl-154616",
  "primary_business_name": "STONEBRIDGE FINANCIAL PLANNING GROUP, LLC",
  "legal_name": "STONEBRIDGE FINANCIAL PLANNING GROUP, LLC",
  "dbas": [],
  "city": "Orlando",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "36740",
  "metro": {
    "cbsa_code": "36740",
    "common_name": "Orlando",
    "msa_name": "Orlando-Kissimmee-Sanford, FL",
    "path": "/advisors/fl/orlando"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-07-26",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-17",
  "carried_forward": false,
  "raum_total": 329710292.0,
  "raum_discretionary": 328607194.0,
  "raum_non_discretionary": 1103098.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 3372.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 116270079.0,
      "count": 258
    },
    "high_net_worth_individuals": {
      "raum": 210481077.0,
      "count": 82
    },
    "corporations_other_businesses": {
      "raum": 2955764.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "NC",
    "PA",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://facebook.com/stonebridgefpg",
    "https://instagram.com/stonebridge_fpg",
    "https://linkedin.com/company/stonebridge-fpg",
    "https://stonebridgefpg.com",
    "https://stonebridgefpgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154616",
  "city_as_filed": "ORLANDO",
  "url": "https://advisorcensus.com/firm/stonebridge-financial-planning-group-llc-orlando-fl-154616",
  "display_name": "Stonebridge Financial Planning Group, LLC",
  "summary": "Stonebridge Financial Planning Group, LLC is an SEC-registered investment advisory firm in Orlando, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.",
  "citation": "AdvisorCensus. Stonebridge Financial Planning Group, LLC (CRD 154616): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Stonebridge Financial Planning Group, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stonebridge Financial Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Stonebridge Financial Planning Group, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $3,000 (a full financial plan); Hourly rate: $275 an hour (financial planning services); Hourly rate: up to $500 an hour (Retirement Plan Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stonebridge Financial Planning Group, LLC located?",
      "a": "Stonebridge Financial Planning Group, LLC's principal office is in Orlando, FL, according to its Form ADV."
    },
    {
      "q": "Is Stonebridge Financial Planning Group, LLC registered with the SEC or a state?",
      "a": "Stonebridge Financial Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 154616."
    },
    {
      "q": "How much does Stonebridge Financial Planning Group, LLC manage?",
      "a": "Stonebridge Financial Planning Group, LLC reports $329,710,292 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stonebridge Financial Planning Group, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Stonebridge Financial Planning Group, LLC: Regulatory assets under management: $186,907,917 in the October 2021 data and $329,710,292 in the October 2026 data, up 76%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stonebridge Financial Planning Group, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (82)."
    },
    {
      "q": "Which custodians does Stonebridge Financial Planning Group, LLC use?",
      "a": "Stonebridge Financial Planning Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stonebridge Financial Planning Group, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154616"
    },
    {
      "q": "Does Stonebridge Financial Planning Group, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"We generally require a household minimum of $300,000 in advisory accounts. We reserve the right to waive this household minimum requirement in our sole discretion.\""
    },
    {
      "q": "What changed in Stonebridge Financial Planning Group, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 186907917.0,
      "total_employees": 7,
      "filing_date": "2021-08-17"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 211182552.0,
      "total_employees": 9,
      "filing_date": "2022-08-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 191170056.0,
      "total_employees": 8,
      "filing_date": "2023-07-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 219821100.0,
      "total_employees": 9,
      "filing_date": "2024-04-18"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 281005510.0,
      "total_employees": 9,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 329710292.0,
      "total_employees": 8,
      "filing_date": "2026-09-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $281,005,510 to $329,710,292 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in IL, NY."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$300,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $3,000 (a full financial plan)",
      "Hourly rate: $275 an hour (financial planning services)",
      "Hourly rate: up to $500 an hour (Retirement Plan Consulting)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $300,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We generally require a household minimum of $300,000 in advisory accounts. We reserve the right to waive this household minimum requirement in our sole discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $3,000 (a full financial plan)"
        ],
        "quotes": [
          "For a full financial plan, we charge a flat fee starting at $3,000. The fee could exceed that amount based on the complexity of the plan as well as the extent of the service you desire."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $275 an hour (financial planning services)"
        ],
        "quotes": [
          "In lieu of a flat fee, fees may be charged on an hourly rate up to $275 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: up to $500 an hour (Retirement Plan Consulting)"
        ],
        "quotes": [
          "The Commonwealth Retirement Plan Consulting Program provides clients with the option of paying an annual fee for ongoing services based on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 300000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 3000.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "a full financial plan"
        },
        {
          "kind": "hourly",
          "amount": 275.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": null,
          "max": 500.0,
          "period": "hour",
          "service": "Retirement Plan Consulting"
        }
      ]
    },
    "quotes": [
      "We generally require a household minimum of $300,000 in advisory accounts. We reserve the right to waive this household minimum requirement in our sole discretion.",
      "For a full financial plan, we charge a flat fee starting at $3,000. The fee could exceed that amount based on the complexity of the plan as well as the extent of the service you desire.",
      "In lieu of a flat fee, fees may be charged on an hourly rate up to $275 per hour.",
      "The Commonwealth Retirement Plan Consulting Program provides clients with the option of paying an annual fee for ongoing services based on a percentage of assets under advisement, a flat fee, or an hourly rate not to exceed $500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stonebridge-financial-planning-group-llc-orlando-fl-154616.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 258,
      "fewer_than_5": false,
      "raum": 116270079.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 210481077.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 3372.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 2955764.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154616",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}