# Stonebridge Financial Planning Group, LLC

> 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.

- CRD: 154616
- Filed as: STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orlando, FL
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154616
- AdvisorCensus page: https://advisorcensus.com/firm/stonebridge-financial-planning-group-llc-orlando-fl-154616

## Quick answers

**How is Stonebridge Financial Planning Group, LLC compensated?**
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).

**Where is Stonebridge Financial Planning Group, LLC located?**
Stonebridge Financial Planning Group, LLC's principal office is in Orlando, FL, according to its Form ADV.

**Is Stonebridge Financial Planning Group, LLC registered with the SEC or a state?**
Stonebridge Financial Planning Group, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 154616.

**How much does Stonebridge Financial Planning Group, LLC manage?**
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).

**How have Stonebridge Financial Planning Group, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Stonebridge Financial Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (258); high net worth individuals (82).

**Which custodians does Stonebridge Financial Planning Group, LLC use?**
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.

**Does Stonebridge Financial Planning Group, LLC report any disciplinary disclosures?**
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

**Does Stonebridge Financial Planning Group, LLC state an account minimum?**
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."

**What changed in Stonebridge Financial Planning Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $300,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $329,710,292
- Discretionary: $328,607,194
- Non-discretionary: $1,103,098

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 258 | $116,270,079 |
| High net worth individuals | 82 | $210,481,077 |
| Charitable organizations | Fewer than 5 | $3,372 |
| Corporations or other businesses not listed above | Fewer than 5 | $2,955,764 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, NC, PA, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- stonebridgefpg.com
- stonebridgefpgroup.com
- Facebook @stonebridgefpg
- Instagram @stonebridge_fpg
- LinkedIn @stonebridge-fpg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $186,907,917 | 7 | August 17, 2021 |
| October 2022 | $211,182,552 | 9 | August 18, 2022 |
| October 2023 | $191,170,056 | 8 | July 27, 2023 |
| October 2024 | $219,821,100 | 9 | April 18, 2024 |
| October 2025 | $281,005,510 | 9 | March 28, 2025 |
| October 2026 | $329,710,292 | 8 | September 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $281,005,510 to $329,710,292 (+17%).

### January 2026
- No longer registered or notice-filed in IL, NY.

### December 2025
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stonebridge Financial Planning Group, LLC (CRD 154616): Form ADV filing data as of October 2026.