Stonebridge Financial Planning Group

Stonebridge Financial Planning Group

Stonebridge Financial Planning Group was established in 2007 and maintains its headquarters in Orlando, Florida. The firm is registered with the SEC as an investment adviser, a status that imposes a fiduciary duty to act in the best interest of its clients. Its client base includes individual investors, high-net-worth households, and profit-sharing retirement plans, reflecting a broad retail-to-affluent spectrum rather than an ultra-high-net-worth or institutional focus. As a registered investment adviser, Stonebridge provides financial planning services alongside discretionary portfolio management. The firm constructs portfolios tailored to individual client objectives, risk tolerances, and time horizons, drawing from a standard toolkit of equities, fixed-income securities, and mutual funds. While it does not operate proprietary funds or engage in direct private-company investing, its advisory model allows for customization across taxable and tax-advantaged accounts, including IRAs and employer-sponsored retirement plans. The geographic reach is concentrated in Central Florida, serving a demographic that skews toward pre-retirees and active retirees drawn to the region's tax and lifestyle advantages. Stonebridge is a compact practice. Public filings indicate the firm employs a small team of advisors and support staff, typical of a locally-focused RIA without satellite offices. The firm does not disclose assets under management publicly, and no adjacent vehicles such as a philanthropic foundation, family office affiliate, or real-asset division are known. Its regulatory footprint remains clean, with no disclosed disciplinary events in its SEC Form ADV filings. The absence of a LinkedIn presence or dynamic website suggests a referral-based practice that has not sought to build a national brand or content-marketing engine. What distinguishes Stonebridge structurally is its RIA charter in a region saturated with broker-dealers and insurance-affiliated advisors. By choosing the fiduciary standard over a suitability standard, the firm signals a compliance posture that aligns fees with client outcomes rather than product commissions. For the Orlando retiree market, that structural choice can mean the difference between a fee-only advisory relationship and a commission-driven sale of variable annuities. The firm's longevity since 2007 — surviving both the global financial crisis and the COVID-19 market shock — suggests a stable, conservatively managed book of business.