CRD: 154616
Stonebridge Financial Planning Group, LLC
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- Custodian
- Fidelity/NFS · LPL Financial · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-06-2011
- Office Locations
- 1
Office Locations
About Stonebridge Financial Planning Group, LLC
Stonebridge Financial Planning Group is an independent Orlando-based advisory firm providing comprehensive wealth planning, life-event planning, and ongoing portfolio/asset management. The team includes CFP professionals and Certified Divorce Financial Analysts, with a stated specialty in guiding women and families through transitions such as widowhood or divorce, as well as pre-retirees, retirees, and professionals. Custody support includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
REBECCA ANNE ROBEY
Chief Compliance Officer
- CRD
- #6368726
- Ownership
- 25% but less than 50%
CATHERINE JOLLY HYDER
Advisor
- CRD
- #5564096
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Dawn Marie Little
Lead Paraplanner
- CRD
- #7806157
Allison Young
Financial Planner & Advisor
- CRD
- #7434125
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,607,194 | $468,769 |
| Non-Discretionary | $1,103,098 | $367,699 |
| Total | $329,710,292 | $468,338 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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