Stonebridge Financial Planning Group, LLC

Stonebridge Financial Planning Group, LLC (CRD# 154616) is a financial advisory firm headquartered in Winter Park, FL. They manage $66,250,297 in 405 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    405
    ACCOUNTS
  • Average Account Value
    $163,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Stonebridge Financial Planning Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rhonda L. Shurtleff
CRD#: 4305032
921 North Pennsylvania Avenue, Winter Park, FL 32789
96
Wealthminder
score

Rhonda Shurtleff (CRD# 4305032) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Winter Park, FL and has over 8 years of experience in the finance industry. Rhonda Shurtleff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Dianne M. Webb
CRD#: 4760887
921 North Pennsylvania Avenue, Winter Park, FL 32789
96
Wealthminder
score

Dianne Webb (CRD# 4760887) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Winter Park, FL and has over 13 years of experience in the finance industry. Dianne Webb has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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