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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonebridge Financial Planning Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Stonebridge Financial Planning Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Stonebridge Financial Planning Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonebridge Financial Planning Group get paid?","answer":"Stonebridge Financial Planning Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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