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STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

ORLANDO, FL · CRD 154616 · IAPD ↗ · 407-695-7100

$329.7MRegulatory AUM
8Advisory reps
8Employees
29Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — STONEBRIDGE FINANCIAL PLANNING GROUP, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2025 — STONEBRIDGE FINANCIAL PLANNING GROUP, LLC reported RAUM up 28% ($219.8M -> $281.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
May 2024 — STONEBRIDGE FINANCIAL PLANNING GROUP, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — STONEBRIDGE FINANCIAL PLANNING GROUP, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.