Stonebridge Wealth Systems LLC fees and pricing

Financial planner in Kearney, Nebraska. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 23, 2026, Stonebridge Wealth Systems LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300/hr; “Consulting services are offered based on an hourly fee of $300 per hour and may exceed the fixed fees depending on complexity.”

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

“The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”
“For accounts opened or closed mid- billing period, fees will be prorated based on the days services are provided during the given period.”
“The fee is to be paid monthly or quarterly either in advance or arrears as determined by the selected TPM.”

Its hourly rate of $300 is above the Nebraska median of $250. 56% of the 32 other Nebraska planners that publish an hourly rate charge less.

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: 2.5% a year
Clients: 931
Employees: 25
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $369,144,690
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 327894
Website: facebook.com/StonebridgeWealthManagement (opens in new tab)
Phone: (308) 698-0144

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