Bryan Petry
Stonebridge Wealth Management · Oak Brook, Illinois
Bryan Petry is a fee-only financial advisor at Stonebridge Wealth Management in Oak Brook, Illinois. Bryan focuses on retirement planning, estate & legacy planning and tax planning. Stonebridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Stonebridge Wealth Management |
|---|---|
| Based in | Oak Brook, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $283.3M across 1,016 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4622182 |
| Exams passed | Series 66 (2003) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stonebridgewm.com |
How Bryan's firm compares
- Stonebridge Wealth Management's average account is about $279,000, from its Form ADV (assets managed divided by 1,016 accounts).
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Questions about Bryan
Is Bryan Petry a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Stonebridge Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Stonebridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Petry based?
Bryan Petry is based in Oak Brook, Illinois.
What does Bryan specialize in?
Bryan's specialties include retirement planning, estate & legacy planning and tax planning.
Is Bryan Petry registered with the SEC?
Yes. Bryan Petry is registered as an investment adviser representative in IL (CRD 4622182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebridge Wealth Management manage?
Stonebridge Wealth Management reports $283.3M across 1,016 accounts in assets under management.
How do I contact Bryan Petry?
Through Bryan's website, www.stonebridgewm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stonebridge Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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