Stonebridge Financial Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. Its service menu includes comprehensive financial planning, portfolio management through the SFPG Advisory Services Program and Commonwealth’s PPS Custom and PPS Select programs, retirement-plan consulting, and divorce financial analysis engagements under separate retainer agreements.
Advisors generally manage accounts on a discretionary basis after gathering client financial information and developing an asset-allocation strategy, monitor accounts regularly, and meet with clients at least annually; clients may impose reasonable investment restrictions or elect nondiscretionary service. The firm uses both long-term buy-and-hold and shorter-term trading strategies and allocates across a wide range of instruments, including mutual funds, ETFs, fixed income, alternatives and variable insurance products, with access to Commonwealth’s model portfolios and third-party managers.
Noteworthy distinctions disclosed in the brochure include SFPG’s delivery of educational workshops, seminars, and periodic newsletters for clients and prospects, and the availability of divorce-planning services targeted to clients in transition. The brochure also notes that certain IARs are licensed insurance agents servicing legacy insurance products (with trail compensation), that the firm uses Commonwealth’s PPS model materials and performance reporting (materials of which may include model or hypothetical performance), and that the firm has disclosed past forgivable loans from Commonwealth and related parties tied to its custody relationship.
Client services
Expertise
Demographic focus
Fee options
Flat fee starting at $3,000 for financial planning; $825 minimum retainer for divorce planning.
$0+: Up to 1.5% annually (negotiable for households over $2,000,000) $0 - $250,000: Program fee 0.25% (PPS Select Program) $250,000 - $500,000: Program fee 0.20% (PPS Select Program) $500,000 - $1,000,000: Program fee 0.15% (PPS Select Program) $1,000,000+: Program fee 0.10% (PPS Select Program)
Up to $275 per hour for financial planning; up to $500 per hour for retirement plan consulting; $275 per hour for divorce planning.
Account minimum: $300,000 Fee-only: Flat fee starting at $3,000 for full financial plan (fee negotiable or waived). Hourly rate up to $275/hour. Divorce planning hourly $275/hr with $825 minimum retainer.
Main office
203 Hillcrest Street
Orlando FL 32801
Advisors at this office
5
Most active in
Florida · Georgia · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas
Also doing business as
Stonebridge Financial Planning Group LLC · Stonebridge Financial Planning Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Allison Y
CFP®, Series 63
Orlando, FL
Stonebridge Financial Planning Group, LLC
Allison Young is a CFP® with three years of industry experience, currently serving at Stonebridge Financial Planning Group, LLC in Orlando, FL. Her career includes multiple roles within Stonebridge and Commonwealth Financial Network. Prior to her financial advisory career, she worked in the tourism and retail sectors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across diverse asset classes.
Cole T
CFP®, Series 66
Orlando, FL
Stonebridge Financial Planning Group, LLC
Cole Thomas is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Stonebridge Financial Planning Group, LLC, where he has worked since 2021, and has prior experience at Commonwealth Financial Network and Triad Advisors LLC. Outside of advisory work, he was employed by Cru for several years. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and businesses. The firm offers comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis, employing both long-term and shorter-term investment strategies across various asset classes.
Dawn L
Series 66
Orlando, FL
Stonebridge Financial Planning Group, LLC
Dawn Little is a financial advisor with Stonebridge Financial Planning Group, LLC in Orlando, FL, holding a Series 66 designation and one year of industry experience. Prior to joining Stonebridge, she worked at Commonwealth Financial Network and spent over two decades with Campus Crusade for Christ, International. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and businesses. The firm combines long-term and shorter-term investment strategies across a broad range of instruments and offers specialized services including divorce financial analysis and retirement-plan consulting.
Rebecca R
CFP®, Series 66
Orlando, FL
Stonebridge Financial Planning Group, LLC
Rebecca Robey is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. She is currently with Stonebridge Financial Planning Group, LLC, where she has worked in multiple periods since 2015. Prior to her current role, she was affiliated with Commonwealth Financial Network and Triad Advisors. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies and offers services including comprehensive financial planning, portfolio management, retirement-plan consulting, and divorce financial analysis.
Catherine H
CFP®, Series 63, Series 65
Orlando, FL
Stonebridge Financial Planning Group, LLC
Catherine Hyder is a CFP® professional with 16 years of industry experience currently serving at Stonebridge Financial Planning Group, LLC. Her prior experience includes roles at Commonwealth Financial Network, Triad Advisors, and Triloma. Outside of her advisory duties, she has been involved in coaching water polo since 2006 and works with Orange County Public Schools. Stonebridge Financial Planning Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs both long-term and shorter-term investment strategies across a diverse range of instruments and offers specialized services such as retirement-plan consulting and divorce financial analysis.
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