Stonebridge Financial Solutions, Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“AUM $1 - $1,000,000 SFS’s Fee 1.0% Third Party’s Fee 0.40% Total Fee 1.40% Above $1,000,000 1.0% 0.40% 1.40% Fees are paid monthly in arrears, and clients may terminate their contracts with seven days’ written notice. 3 Financial Planning Fees Hourly Fees The hourly fee for these services is $250.”

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

How Stonebridge Financial Solutions, Inc bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with seven days’ written notice.”
• “For fees that are charged in advance, refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “The fee refunded will be the balance of the fees collected in advance minus the daily rate* times the number of days in the quarter up to and including the day of termination.”

How Stonebridge Financial Solutions, Inc’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• None of the 2 other planners in Lone Tree that publish an hourly rate charge less.

About Stonebridge Financial Solutions, Inc

• Firm size: 3 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

173

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$41,714,863

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

139911

Website

sbfsinc.com (opens in new tab)

Phone

(720) 895-8200

Other planners in Lone Tree that publish fees

• Evercurrent Wealth ManagementLone Tree$375/hr, $5,000
• Forward WealthLone Tree$2,500⁠-⁠$20,000
• GBG Wealth Management LLCLone Tree$2,500
• Tier One Wealth ManagementLone Tree$300/hr, $1,000⁠-⁠$7,500

Compare all 9 planners in Lone Tree