Christopher Plahm
Stonebridge Wealth Management · Oak Brook, Illinois
Christopher Plahm is a fee-only financial advisor at Stonebridge Wealth Management in Oak Brook, Illinois, who holds the CFP credential. Christopher 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4172886 |
| Exams passed | Series 63 (2000) · Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stonebridgewm.com |
| Profile |
How Christopher'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 Christopher
Is Christopher Plahm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher 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 Christopher charge for financial advice?
Christopher's firm, Stonebridge Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Christopher Plahm based?
Christopher Plahm is based in Oak Brook, Illinois.
What does Christopher specialize in?
Christopher's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Christopher Plahm hold?
Christopher Plahm holds the CFP credential.
Is Christopher Plahm registered with the SEC?
Yes. Christopher Plahm is registered as an investment adviser representative in IL (CRD 4172886), 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 Christopher Plahm?
Through Christopher'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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