Stonebridge Financial Planning Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, divorce planning, education planning, estate planning, insurance, retirement plan services, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Stonebridge Financial Planning Group reports 340 clients. They include 258 individual clients and 82 high-net-worth individuals. Of its assets, 99.7% ($329M across 701 accounts) are managed with discretion; $1.1M across 3 accounts are not. It advised 29 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 35% |
| High-net-worth individuals | 24% | 64% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 258 | $116M | 35.3% | $451K |
| High-net-worth individuals | 82 | $210M | 63.8% | $2.57M |
| Charitable organizations | Fewer than 5 | $3.37K | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $2.96M | 0.9% | — |
| Total | 340 | $330M | 100% | — |
- Clients
- 258
- Regulatory AUM
- $116M
- AUM share
- 35.3%
- Avg. per client
- $451K
- Clients
- 82
- Regulatory AUM
- $210M
- AUM share
- 63.8%
- Avg. per client
- $2.57M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.37K
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.96M
- AUM share
- 0.9%
- Avg. per client
- —
Total
- Clients
- 340
- Regulatory AUM
- $330M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 29
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Stonebridge Financial Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Divorce Planning
- Hourly rate of $275 with a minimum retainer of $825 paid in advance; fees may be negotiable.
- Financial Planning
- A full financial plan is charged a flat fee starting at $3,000, or hourly up to $275 per hour, quoted before the contract is signed.
Rebecca Robey owns 25% to 50% of Stonebridge Financial Planning Group. The leadership team of Stonebridge Financial Planning Group includes Chief Compliance Officer Rebecca Robey. It has 8 employees.
Leadership
- Rebecca RobeyMember/Chief Compliance Officer
- Catherine HyderMember
- Bethany ParkDirector of Operations
- Dianne WebbMember
- Cole ThomasFinancial Planner & Advisor
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Catherine Jolly Hyder
- Dawn Marie Little
- Rebecca Anne Robey
- Cole Presley Thomas
- Allison Young
Staff
- 8 employees
- 8 in advisory functions
- 5 state-registered reps
- 2 insurance agents
- Owns 25% to 50% of Stonebridge Financial Planning Group, LLC
Rebecca Robey
Control person · since July 2021
- Owns 10% to 25% of Stonebridge Financial Planning Group, LLC
Dianne Webb
since January 2013
- Owns 10% to 25% of Stonebridge Financial Planning Group, LLC
Catherine Hyder
since March 2024
- Owns 10% to 25% of Stonebridge Financial Planning Group, LLC
Cole Thomas
since March 2026
- Owns 5% to 10% of Stonebridge Financial Planning Group, LLC
Bethany Park
since March 2026
Stonebridge Financial Planning Group’s regulatory assets grew 1.8× from $187M (July 2021) to $330M (September 2026); clients fell from 434 to 340 and employees rose from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $330M | 340 | 8 | 1 |
| March 2025 | $281M | 330 | 9 | 1 |
| April 2024 | $220M | 321 | 9 | 1 |
| July 2023 | $191M | 360 | 8 | 1 |
| March 2022 | $211M | 478 | 9 | 1 |
| July 2021 | $187M | 434 | 7 | 1 |
Besides its headquarters, Stonebridge Financial Planning Group has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 203 Hillcrest Street, OrlandoHQ
Contact and registration details
- Legal name
- Stonebridge Financial Planning Group, LLC
- Headquarters
- 203 Hillcrest Street, Orlando, FL 32801
- Website
- stonebridgefpg.com
- Phone
- 407-695-7100
- @stonebridge-fpg
- SEC file
- 801-113696
- Founded
- 2007
- Structure
- Florida LLC
- Fiscal year end
- December
Stonebridge Financial Planning Group uses Fidelity ($330M) as custodian for its separately managed accounts. Stonebridge Financial Planning Group does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $330M100%
At year end, Stonebridge Financial Planning Group’s separately managed accounts were mostly in funds (76%) and stocks (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $314M across 183 positions; the largest are iShares TR (5.6%), iShares TR (4.4%) and Invesco Exchange Traded FD T (3.4%).
What the accounts hold
- Stocks16%
- Funds76%
- Bonds5%
- Investment grade corporate bonds4%
- State and local bonds1%
- Cash3%
Reported 13F holdings
- $314M
- Reported 13F value
- 183
- Positions
- 28.7%
- In the 10 largest
- +15.3%
- Value vs. prior quarter
- iShares TR · Rus Tp200 GR ETF5.6%
- iShares TR · U.S. Tech ETF4.4%
- Invesco Exchange Traded FD T · S&P500 Quality3.4%
- iShares TR · Core Div Grwth3.1%
- First TR Exchange-traded FD · DJ Glbl Divid2.5%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt2.1%
- iShares TR · Core S&P500 ETF2.0%
- First TR Exchange Traded FD · Risng Divd Achiv1.9%
- SPDR Series Trust · ST Port High ETF1.9%
- First TR Exchng Traded FD VI · FT Ladd Buff ETF1.9%
Together, the ten largest are 28.7% of reported value.
How many clients does Stonebridge Financial Planning Group have?
Stonebridge Financial Planning Group has 340 clients and manages $330 million for them, as of September 2026. They include 258 individual clients and 82 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 September 2026
What services does Stonebridge Financial Planning Group offer?
Stonebridge Financial Planning Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, divorce planning, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Stonebridge Financial Planning Group use?
Stonebridge Financial Planning Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $330M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 September 2026
How many financial advisors does Stonebridge Financial Planning Group have?
Stonebridge Financial Planning Group has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Stonebridge Financial Planning Group invest in?
At the end of its last fiscal year, Stonebridge Financial Planning Group’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 16% exchange-traded equities, 4% investment grade corporate bonds, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Stonebridge Financial Planning Group?
Stonebridge Financial Planning Group’s direct owners are Dianne Webb, Rebecca Robey, Catherine Hyder, Cole Thomas and Bethany Park, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 17 September 2026
How does Stonebridge Financial Planning Group get paid?
Stonebridge Financial Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Stonebridge Financial Planning Group?
Stonebridge Financial Planning Group’s main office is at 203 Hillcrest Street, Orlando, FL 32801. Its phone number is 407-695-7100. Its website is stonebridgefpg.com.