stonebridge wealth management llc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stonebridge Wealth Management serves individuals (including high-net-worth clients), trusts, corporations, partnerships, tax-exempt entities and other legal entities, managing roughly $283 million for about 288 clients through a small advisory team. The firm offers discretionary investment management, financial planning, and family-office/business consulting services and typically charges percentage-of-assets fees with a negotiable $500,000 account minimum.
The firm constructs customized portfolios based on each client’s objectives, risk tolerance and financial circumstances, frequently using ETFs as core holdings and recommending separate account managers, individual securities and third‑party managers as appropriate. Stonebridge employs quantitative and qualitative analysis, third‑party research and technology platforms, conducts at least annual reviews, and acts as a fiduciary for retirement accounts where applicable.
Noteworthy for its size, Stonebridge both sponsors a wrap fee program and discloses an affiliation with another registered investment adviser that offers a micro‑capitalization strategy, and it may refer clients to or transfer assets to that affiliated adviser (with separate fees disclosed). The firm also engages sub‑advisers and receives portions of advisory fees in some arrangements—conflicts it addresses through disclosures and by not charging overlapping Stonebridge fees on assets managed by the separate adviser.
Client services
Expertise
Occupation focus
Fee options
Fixed fee financial planning ranging from $1,500 to $10,000
up to 1.50% annually (maximum fee) - negotiable
$500 per hour for financial planning services
Account minimum: $500,000 Fee-only: Hourly financial planning at $500 per hour; Fixed fee financial planning typically ranges from $1,500 to $10,000
Main office
1010 Jorie Blvd, Suite 144
Oak Brook IL 60523
Advisors at this office
3
Most active in
California · Florida · Georgia · Illinois · Indiana · Michigan · Texas
Also doing business as
Otkb Wealth Management LLC · Stonebridge Wealth Management 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Christopher P
CFP®, Series 63, Series 65
Oak Brook, IL
stonebridge wealth management llc
Christopher Plahm is a CFP® professional with 25 years of experience in financial advising. He is a partner at Stonebridge Wealth Management LLC in Oak Brook, IL, where he has worked since 2011, and he also serves as managing member and CCO of Tall Pines Capital, LLC. His career includes prior roles at Commonwealth Financial Network and APW Capital, Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, and tax-exempt entities, managing approximately $283 million for around 288 clients. The firm provides discretionary investment management, financial planning, and family-office/business consulting, using customized portfolios that incorporate ETFs, separate account managers, and individual securities, with a fiduciary approach to client assets.
William L
CFP®, Series 66
Oak Brook, IL
stonebridge wealth management llc
William Laipple is a CFP® with 25 years of industry experience, currently a partner at Stonebridge Wealth Management LLC in Oak Brook, IL. He has worked at Stonebridge since 2011 and has held roles at APW Capital, Inc. and Comprehensive Asset Management Serving Inc. since 2016. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for around 288 clients. The firm provides customized portfolio construction and offers discretionary investment management, financial planning, and family-office/business consulting services.
Bryan P
Series 66
Oak Brook, IL
stonebridge wealth management llc
Bryan Petry is a financial advisor with Stonebridge Wealth Management LLC in Oak Brook, IL, holding a Series 66 designation and 23 years of industry experience. He has worked at Stonebridge Wealth Management since 2017 and previously held positions at APW Capital, Inc., Securian Financial Services, Inc., and GCG Financial Inc. Stonebridge Wealth Management serves individuals, trusts, corporations, partnerships, tax-exempt entities, and other legal entities, managing approximately $283 million for about 288 clients. The firm offers discretionary investment management, financial planning, and family-office/business consulting, focusing on customized portfolios that incorporate ETFs, separate account managers, and third-party strategies.
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