Stonebridge Financial Group fees and pricing
Financial planner in San Rafael, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 7, 2026, Stonebridge Financial Group charges a flat or project fee of $50,000 and a quarterly fee of $12,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $50,000
“Fees will not exceed $50,000 per engagement and the Quarterly Ongoing Fees will not exceed $12,500 per quarter.”
- Quarterly fee
- $12,500/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonebridge Financial Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory Fees will be charged quarterly and in advance, based on the value of the AUM at the beginning of the quarter.”
- “Clients pay ½ of the One-time Consulting Fees upon engagement and the remaining ½ upon delivery of the services provided.”
- “Fees will be charged quarterly and in advance as noted in the Consulting Agreement.”
How Stonebridge Financial Group’s fees compare
- Its flat or project fee of $50,000 is above the California median of $5,000. 97% of the 796 other California planners that publish a flat or project fee charge less.
- 12 of the 13 other planners in San Rafael that publish a flat or project fee charge less.
About Stonebridge Financial Group
“Stonebridge provides investment management services through its Wealth Management program. Additionally, Stonebridge provides direct financial advice and recommendations through our Financial Consulting program.”
- Firm size: 21 employees.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 937
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $895,995,473
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340200
- Website
- sb-fg.com (opens in new tab)
- Phone
- (415) 461-4961
Can advise clients in 22 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Missouri, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
Other planners in San Rafael that publish fees
- Attune Financial Planning, LLCSan Rafael$3,500-$7,500, $7,500/yr
- Brunger FinancialSan Rafael$25-$100/hr, $1,000-$10,000
- Clarity Wealth PartnersSan Rafael$500/hr, $3,500-$5,500
- Fiduciary Financial Group, LLCSan Rafael$7,200-$100,000
- HCM WealthSan Rafael$350/hr, $3,000-$5,000
- Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/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.