Stonebridge Financial Planning Group, Llc
Orlando, Florida
5.0
1 Review
Stonebridge Financial Planning Group, LLC is a highly regarded local investment advisory firm operating out of Orlando, FL. With a single office, they have established themselves as a trusted resource in the financial planning industry. Led by a team of experienced professionals, Stonebridge Financial Planning Group, LLC employs a total of eight dedicated individuals, seven of whom specialize in providing top-notch investment advisory services. As an esteemed firm, Stonebridge Financial Planning Group, LLC boasts an impressive average of approximately $27,310,000 in assets under management per investment advisor. Their compensati...
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Assets Under Mgmt

$191.17M

Investment Professionals

7

Locations

0

% 401K & Individual

57%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Educational seminars/workshops
Other: DIVORCE PLANNING
Other Business Activities
Insurance broker or agent
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