A complete list of active advisors currently associated with Stonebridge Financial Planning Group, LLC
Warmer can help you find a great advisor at Stonebridge Financial Planning Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Stonebridge Financial Planning Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 16
| |
Orlando, FL
| 1
| |
Orlando, FL
| 9
| |
Orlando, FL
| 4
| |
Orlando, FL
| 3
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)