Stonebridge Financial Planning Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Hourly rates are $275, with a minimum retainer of $825 paid in advance by invoice or check made payable to SFPG.”

Flat or project fee

$3,000

“Clients on Matters Not Involving Securities For a full financial plan, we charge a flat fee starting at $3,000.”

Annual fee

$825/yr

“Hourly rates are $275, with a minimum retainer of $825 paid in advance by invoice or check made payable to SFPG.”

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

How Stonebridge Financial Planning Group, LLC bills

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

• “Management fees may be negotiable for households with more than $2,000,000 in advisory assets at our sole discretion.”
• “Fees paid in advance will be prorated to the date of termination and any unearned portion of the fee will be refunded to you.”
• “In the event a client terminates an advisory agreement with SFPG, any unearned fees resulting from payments made by clients in advance will be refunded to the client.”

How Stonebridge Financial Planning Group, LLC’s fees compare

• Its hourly rate of $275 is below the Florida median of $288. 48% of the 372 other Florida planners that publish an hourly rate charge less.
• 10 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $3,000 is below the Florida median of $4,900. 37% of the 320 other Florida planners that publish a flat or project fee charge less.
• 11 of the 22 other planners in Orlando that publish a flat or project fee charge less.
• Its annual fee of $825 is below the Florida median of $4,800. 7% of the 97 other Florida planners that publish an annual fee charge less.
• 2 of the 6 other planners in Orlando that publish an annual fee charge less.

About Stonebridge Financial Planning Group, LLC

• Firm size: 8 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Divorce

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

1.5% a year

Clients

340

Employees

8

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$329,710,292

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154616

Website

linkedin.com/company/stonebridge-fpg (opens in new tab)

Phone

(407) 695-7100

Can advise clients in 7 states: Florida, Georgia, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
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• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

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