Stonebridge Wealth Management LLC fees and pricing
Financial planner in Oak Brook, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 5, 2026, Stonebridge Wealth Management LLC charges $500 an hour and a flat or project fee of $1,500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Financial planning fees will be billed at the rate of $500 per hour, or a fixed fee mutually agreed upon by the client and Stonebridge.”
- Flat or project fee
- $1,500-$10,000
“Depending upon the complexity of the situation and the needs of the client, the fixed fee for creating client financial plans typically ranges between $1,500 and $10,000;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stonebridge Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “In rare cases, our firm will agree to directly invoice.”
How Stonebridge Wealth Management LLC’s fees compare
- Its hourly rate of $500 is above the Illinois median of $273. 90% of the 215 other Illinois planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Oak Brook that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$10,000 spans the Illinois median of $4,500. 65% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 4 of the 5 other planners in Oak Brook that publish a flat or project fee charge less.
About Stonebridge Wealth Management LLC
“Stonebridge offers investment advisory and financial planning services to its clients.”
- Firm size: 4 employees.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- Clients
- 288
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $283,279,167
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285693
- Phone
- (630) 230-1830
Can advise clients in 7 states: California, Florida, Georgia, Illinois, Indiana, Michigan, Texas
Other planners in Oak Brook that publish fees
- Crescendo Financial Planners Inc.Oak Brook$2,640-$4,320, $3,300-$20,000/yr
- Defined Capital LLCOak Brook$250/hr, $1,000-$2,500
- Dillow Wealth Management LLCOak Brook$10,000-$100,000
- Geiger Wealth ManagementOak Brook$200/hr
- Retirement Planners, Inc.Oak Brook$250-$1,200
- Watershed Private WealthOak Brook$1,000-$10,000
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.