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a fixed fee for creating a client financial plan typically ranges from $1,500 to $10,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044004","versionId":1044004,"submittedOn":"2026-05-05","documentName":"2026-05-05 STONEBRIDGE WEALTH MANAGEMENT FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T15:37:13.199872+00:00","documents":[{"name":"2026-05-05 STONEBRIDGE WEALTH MANAGEMENT FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044004","versionId":1044004,"submittedOn":"2026-05-05"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044005","versionId":1044005,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":283279167}],"custodyNote":"Stonebridge Wealth Management has custody of $1.57M in client assets for 11 clients.","otherCustodians":[],"leadership":[{"name":"Christopher Plahm","title":"Managing Member and Chief Compliance Officer","crd":"4172886"},{"name":"William Laipple","title":"Managing Member","crd":"4312533"}],"ownership":[{"label":"William Laipple","detail":"Managing member in the 50% to 75% ownership band and a control person, since December 2016."},{"label":"Christopher Plahm","detail":"Managing member and chief compliance officer in the 50% to 75% ownership band and a control person, since December 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Illinois","offices":1,"addresses":[{"street":"1010 Jorie BLVD, Suite 144","city":"Oak Brook","headquarters":true}]}],"brochureServices":["business succession planning","estate planning","family office services","insurance","philanthropic planning","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"630-230-1830","stateRegisteredReps":3,"otherAdviserReps":1,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":66},{"label":"Securities issued by registered investment companies or business development companies","percent":22},{"label":"Cash and cash equivalents","percent":12}],"privateFunds":0},"sources":{"adv1FilingDate":"5 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285693/PDF/285693.pdf","brochureDate":"5 May 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1044004","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Stonebridge Wealth Management have?","answer":"Stonebridge Wealth Management has 288 clients and manages $283 million for them, as of May 2026. They include 200 individual clients and 88 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Stonebridge Wealth Management offer?","answer":"Stonebridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, business succession planning, estate planning, family office services, insurance, philanthropic planning, 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Stonebridge Wealth Management charge?","answer":"Stonebridge Wealth Management charges up to 1.50% a year for its Investment Management. The fee is billed in advance and is negotiable.","source":"2026-05-05 STONEBRIDGE WEALTH MANAGEMENT FORM ADV PART 2A, filed 5 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Stonebridge Wealth Management use?","answer":"Stonebridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $283M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Stonebridge Wealth Management have?","answer":"Stonebridge Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Wealth Management invest in?","answer":"At the end of its last fiscal year, Stonebridge Wealth Management’s separately managed accounts held 66% exchange-traded equities, 22% registered funds (mutual funds, ETFs, BDCs) and 12% cash and equivalents.","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 Wealth Management?","answer":"Stonebridge Wealth Management’s direct owners are William Laipple (50% to 75%) and Christopher Plahm (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 5 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Stonebridge Wealth Management get paid?","answer":"Stonebridge Wealth Management 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Stonebridge Wealth Management?","answer":"Stonebridge Wealth Management’s main office is at 1010 Jorie BLVD, Suite 144, Oak Brook, IL 60523. Its phone number is 630-230-1830. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}