Stone Bridge Asset Management, LLC fees and pricing
Financial planner in Chattanooga, Tennessee. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Stone Bridge Asset Management, LLC charges a monthly fee of $50-$150 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $50-$150/mo
“Financial coaching clients typically pay a negotiated subscription fee that is determined in advance based on household income and the complexity of their financial situation which can range from $50 to $150 per month.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stone Bridge Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client will receive an invoice upon completion of the engagement for the remaining portion of the fee.”
- “Fees are billed monthly in advance using AdvicePay, allowing clients to use their preferred bank or credit card account to approve and pay fees securely.”
- “Fees that are charged in advance will be refunded based on the number of days remaining in the month at the point of termination.”
About Stone Bridge Asset Management, LLC
“General Information Stone Bridge Asset Management, LLC (“Stone Bridge”) was formed in 2011, and provides financial planning and coaching, portfolio management, and general consulting services to its individual clients.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFA.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 240
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $84,085,842
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 159334
- Phone
- (423) 605-4645
Other planners in Chattanooga that publish fees
- Acumen Wealth Advisors, LLCChattanooga$499/hr
- Am Investment Strategies, LLCChattanooga$50-$30,000/yr
- Apogee Wealth Partners, LLCChattanooga$200-$400/hr, $500-$10,000
- Barnett & Co IncChattanooga$175/hr
- Bigham Wealth Advisory LLCChattanooga$80/hr, $500-$1,500
- Campbell Asset Management, LLCChattanooga$350/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.