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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
CRD 154616File 801-113696
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$329.7M
Below cohort median (national)
Discretionary AUM
$328.6M
Non-discretionary $1.1M
Clients
340
704 accounts
Employees
8
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 26, 2018
- Principal office
- 203 HILLCREST STREET, ORLANDO, FL, 32801
- Phone
- 407-695-7100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $329.7M
- Discretionary AUM
- $328.6M
- Non-discretionary AUM
- $1.1M
- Discretionary accounts
- 701
- Non-discretionary accounts
- 3
- Total accounts
- 704
- AUM per client
- $970K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $3.0M |
| Charitable organizations | Fewer than 5 | $3K |
| High net worth individuals | 82 | $210.5M |
| Individuals (other than high net worth individuals) | 258 | $116.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.