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).

Current Firm Details
203 Hillcrest Street, Orlando, FL 32801
http://www.stonebridgefpgroup.com
By the Numbers
  • Total Assets Under Management
    220
    MILLION
  • Total Number of Accounts
    634
    ACCOUNTS
  • Average Account Value
    $346,721
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
The map below shows states where this firm has explicit registration only.

FL, GA, IL, NY, PA, TN, TX

Financial Advisors at Stonebridge Financial Planning Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Dianne Webb, financial advisor Orlando FL
Dianne M. Webb
CRD#: 4760887
203 Hillcrest Street, Orlando, FL 32801

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.

2
Catherine Hyder, financial advisor Orlando, FL
Catherine J. Hyder
CRD#: 5564096
203 Hillcrest Street, Orlando,, FL 32801

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.

3
Rebecca Robey, financial advisor Orlando FL
Rebecca A. Robey
CRD#: 6368726
203 Hillcrest Street, Orlando, FL 32801

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.

4
Cole Thomas, financial advisor Orlando FL
Cole P. Thomas
CRD#: 7361015
203 Hillcrest Street, Orlando, FL 32801

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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