Stonebridge Financial Group, LLC fees and pricing

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.

Annual fee

$1,200⁠-⁠$30,000/yr

“Ongoing financial planning engagements are billed an annual fee ranging from $1,200 to $30,000 annually, paid on a monthly basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stonebridge Financial Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid monthly, in advance of each month, pursuant to the terms of the agreement.”
• “The wealth management fee in the first month of service is prorated from the inception date of the account[s] to the end of the first month.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Stonebridge Financial Group, LLC’s fees compare

• Its annual fee of $1,200-$30,000 spans the Missouri median of $6,000. 84% of the 45 other Missouri planners that publish an annual fee charge less.
• 10 of the 11 other planners in St. Louis that publish an annual fee charge less.

About Stonebridge Financial Group, LLC

• Firm size: 10 employees.
• Credentials named in the brochure: CFP®.
• Founded: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

738

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$2,398,168,315

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

337972

Website

stonebridgefin.com (opens in new tab)

Phone

(314) 729-9500

Can advise clients in 12 states: Arizona, California, Colorado, Florida, Idaho, Illinois, Louisiana, Missouri, Nebraska, New Hampshire, Pennsylvania, Texas

Other planners in St. Louis that publish fees

• Adk Wealth Advisory GroupSt. Louis$250⁠-⁠$4,000
• Aquilant AdvisorsSt. Louis$250/hr
• Cauble & Harre Wealth Management, Inc.St. Louis$10,000/yr
• Claris Advisors, LLCSt. Louis$500⁠-⁠$5,000
• Compton Advisors, LLCSt. Louis$500/qtr
• Cratero Capital LLCSt. Louis$100⁠-⁠$500/mo, $1,200⁠-⁠$6,000/yr

Compare all 44 planners in St. Louis