# Stonebridge Financial Planning Group Stonebridge Financial Planning Group is a RIA based in Orlando, United States. ## Overview - **Organization type:** RIA - **Headquarters:** Orlando, United States - **Region:** North America - **Address:** Orlando, FL, United States - **Founded:** 2007 - **Assets under management:** Undisclosed - **Website:** stonebridgefpg.com - **LinkedIn:** https://www.linkedin.com/company/stonebridge-fpg ## Regulatory record - **CRD number:** 154616 - **SEC file number:** 801-113696 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154616 ## About 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. What distinguishes Stonebridge structurally is its RIA charter in a region saturated with broker-dealers and insurance-affiliated advisors. 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. ## Questions ### Is Stonebridge Financial Planning Group a fiduciary? Yes. As a registered investment adviser with the SEC, Stonebridge is bound by the fiduciary standard under the Investment Advisers Act of 1940. This obligates the firm to put client interests ahead of its own and to disclose any conflicts of interest. This sets it apart from broker-dealers, who operate under the less stringent suitability standard, a distinction particularly relevant for clients evaluating retirement-income strategies where product commissions can shape recommendations. ### What types of clients does Stonebridge serve? The firm advises individuals, including high-net-worth individuals, and profit-sharing retirement plans. The client base is predominantly local to the Central Florida region. The firm does not market itself to institutional investors, endowments, or corporate pension funds. Its regulatory filings describe a retail-oriented practice serving households with investable assets ranging from mass-affluent to high-net-worth segments. ### How is Stonebridge different from the large wealth management chains in Orlando? Stonebridge operates as an independent RIA rather than as part of a national wirehouse, bank trust department, or insurance-affiliated advisory network. Independence means the firm selects investments and custodians without a parent company dictating preferred products. For Orlando's retiree population, this translates to fewer conflicts around proprietary annuities and structured products compared to advisors affiliated with large insurance carriers, which maintain a significant footprint in Florida. ## Related profiles - [Stonebridge Capital Management](https://altss.com/profile/stonebridge-capital-management) - [StoneCrest Wealth Management](https://altss.com/profile/stonecrest-wealth-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/stonebridge-financial-planning-group Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology