Stonebridge Financial Planning Group

What Stonebridge Financial Planning Group does

Stonebridge Financial Planning Group, LLC is an independent Registered Investment Adviser headquartered in a single office at 203 Hillcrest Street, Orlando, Florida. The firm provides wealth management and financial planning services to individuals and families, with explicit specialization in clients navigating life transitions — notably women experiencing divorce, widowhood, or other family financial decisions. The practice is segmented across four persona groups: women in transition (primary), pre-retirees and retirees, families, and professionals, supported by a horizontal segmentation approach.

The firm's core product suite consists of four integrated service lines: Wealth Planning (comprehensive financial roadmap development), Life Event Planning (guidance through major life changes), Paths for Women (a dedicated niche offering for women in financial transition), and Asset Management (customized investment portfolio construction). Service delivery is human-led by a team holding CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® credentials. There is no proprietary technology platform; the firm's digital infrastructure consists of an FMG Suite-hosted website, content marketing assets (blog, calculators, financial tools), Google Analytics for marketing insight, and a standard client login portal.

The business operates as a privately held Florida LLC with no disclosed parent company, institutional investors, or external equity backing. Revenue is generated through financial advisory and wealth management services under fee-based or asset-under-management structures typical of independent RIAs, though specific fee schedules and pricing are not publicly disclosed. Client acquisition is relationship-based, relying on direct advisory outreach, community involvement, educational content, and local events within the Central Florida region. The firm's regulatory profile includes SEC RIA registration and CCPA privacy compliance disclosures effective January 1, 2020.

Name

Stonebridge Financial Planning Group

Legal name

Stonebridge Financial Planning Group, LLC

Website

https://stonebridgefpgroup.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Stonebridge Financial Planning Group is an independent Registered Investment Adviser in Orlando, Florida, providing wealth planning, asset management, and life-event financial guidance to individuals and families, with specialization in women facing major financial transitions.

Ownership category

akta.pro rank

Product category

Financial Advisory & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Finance and Insurance (52)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Estate & Legacy Planning Advisory (FSAEAAAG), Fee-Only Advisory (FSAEAAAL)

Keywords

• Financial advisory services
• Wealth management
• Retirement planning
• Asset management
• Financial planning

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory and wealth management services as a Registered Investment Adviser. Services include wealth planning, life event planning, asset management, and financial guidance for individuals and families. Revenue is likely fee-based or asset-under-management (AUM) structures typical of independent financial advisory firms, though specific fee structures are not publicly disclosed.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Stonebridge Financial Planning Group is an independent Registered Investment Adviser that provides personalized wealth management and financial advisory services to individuals and families. Its core offering centers on integrated service lines—Wealth Planning (financial roadmap development), Life Event Planning (guidance for widowhood, divorce, retirement, family formation), Paths for Women (specialized support for women in financial transition), and Asset Management (customized investment strategy within the client's risk tolerance).

Product overview

Stonebridge Financial Planning Group is an independent financial advisory firm offering a unified suite of wealth management services. The core offering consists of four integrated service lines: Wealth Planning (comprehensive financial roadmap development), Life Event Planning (support for major life transitions), Paths for Women (specialized guidance for women in financial transition), and Asset Management (investment strategy development). These services work together to provide holistic financial planning, from building and protecting wealth to managing investments and preparing for life changes.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning A client-centered financial planning service that develops a comprehensive roadmap to help clients build, protect, and transition wealth by examining all areas of their financial life. Targeted at individuals and families in Central Florida.
• Life Event Planning Financial planning service that helps clients prepare for significant life-changing events such as divorce, widowhood, retirement, or starting a family, providing both financial and emotional support. Targeted at individuals and families experiencing major life transitions.
• Paths for Women Specialized financial guidance program for women facing significant financial decisions affecting their future and their families' futures, including divorce, widowhood, and major life transitions. Delivered by CFP™ and CDFA® professionals.
• Asset Management Investment strategy service that develops customized investment portfolios to help clients pursue their financial goals within the limits of their risk comfort zone. Targeted at individuals and families seeking discretionary or advised investment management.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Ellevest: Digital wealth management and financial planning platform built specifically for women. Highly comparable to Stonebridge's Paths for Women offering, targeting similar life-stage and gender-driven planning needs.
• Facet Wealth: Flat-fee, virtual financial planning firm delivering comprehensive advice to mass-affluent clients. Comparable independent, fee-only RIA model with a technology-led delivery approach serving similar life-transition needs.
• XY Planning Network: Network of fee-only financial advisors serving next-generation and mass-affluent clients. Comparable independent, fee-only advisory model with similar comprehensive financial planning service mix.
• Carson Wealth: Large RIA platform supporting independent financial advisors with holistic wealth planning services. Comparable comprehensive planning offering and similar independent-advisor positioning, though at materially greater scale.

Broad incumbents

• Edelman Financial Engines: Large independent RIA offering comprehensive wealth planning, asset management, and retirement planning to individuals nationwide. Comparable service breadth but with substantially greater scale, brand, and technology resources.
• Fisher Investments: Large independent RIA primarily serving high-net-worth individuals with discretionary asset management and financial planning. Comparable independent RIA status but at far larger scale.
• Empower (formerly Personal Capital): Hybrid digital wealth management platform combining robo-advisory tools with human advisors for mass-affluent and high-net-worth clients. Overlaps with Stonebridge's asset management and wealth planning offerings at greater scale and with proprietary technology.
• Vanguard Personal Advisor Services: Vanguard's hybrid digital-plus-advisor wealth management service for individual investors. Comparable comprehensive planning and asset management offering, with industry-leading low-cost positioning and proprietary technology.
• Charles Schwab Personal Advisor Services: Schwab's hybrid robo-plus-human advisory offering for mass-affluent and HNW investors. Competes directly with Stonebridge's asset management and wealth planning services with greater scale and proprietary technology.

Others

• Commonwealth Financial Network: Independent broker-dealer/RIA platform referenced in Stonebridge's own ADV filings. Functions as a service provider/custodial ecosystem peer rather than a direct competitor, supporting the infrastructure many independent RIAs rely on.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Stonebridge Financial Planning Group