Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group, LLC (CRD# 154616) is a financial advisory firm headquartered in Orlando, FL. They manage $219,821,100 in 634 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management220MILLION
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Total Number of Accounts634ACCOUNTS
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Average Account Value$346,721
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
FL, GA, IL, NY, PA, TN, TX
Dianne Webb (CRD# 4760887) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando, FL and has over 20 years of experience in the finance industry.
Catherine Hyder (CRD# 5564096) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando,, FL and has over 14 years of experience in the finance industry.
Rebecca Robey (CRD# 6368726) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando, FL and has over 4 years of experience in the finance industry.
Cole Thomas (CRD# 7361015) is an Investment Advisor Representative working at Stonebridge Financial Planning Group, LLC in Orlando, FL and has 1 year of experience in the finance industry.