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 registered investment adviser formed in 2018 and owned by an individual principal. The firm serves individuals and families, offering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also operates as an insurance broker and charges clients via a mix of percentage of AUM, hourly, and fixed-fee arrangements. Stonebridge is not an ESG-focused manager, does not act as a capital allocator, 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
Dianne Webb
Financial PlannerCRD 4760887
Dawn Little
ParaplannerCRD 7806157
Cole Thomas
Financial Planner, Financial AdvisorCRD 7361015
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 192Active vs passive
$340M in ETFs
85%
$288M
14%
$52M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $17.6M | 60,541 | 5.18% |
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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