Samuel Heveroh
Stonebridge Financial Group · St. Louis, Missouri
Samuel Heveroh is a fee-only financial advisor at Stonebridge Financial Group in St. Louis, Missouri, who holds the CFP credential. Samuel focuses on retirement planning and small business owners. Stonebridge Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Samuel →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Stonebridge Financial Group |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.40B across 1,623 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 7129416 |
| Exams passed | Series 63 (2019) · Series 66 (2020) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.stonebridgefin.com |
How Samuel's firm compares
- Stonebridge Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,623 accounts).
Request an introduction to Samuel
Tell Samuel a little about what you're looking for. Samuel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Samuel
Is Samuel Heveroh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Stonebridge Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Stonebridge Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Heveroh based?
Samuel Heveroh is based in St. Louis, Missouri.
What does Samuel specialize in?
Samuel's specialties include retirement planning and small business owners. Samuel works with pre-retirees.
What credentials does Samuel Heveroh hold?
Samuel Heveroh holds the CFP credential.
Is Samuel Heveroh registered with the SEC?
Yes. Samuel Heveroh is registered as an investment adviser representative in MO and TX (CRD 7129416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stonebridge Financial Group manage?
Stonebridge Financial Group reports $2.40B across 1,623 accounts in assets under management.
How do I contact Samuel Heveroh?
Through Samuel's website, www.stonebridgefin.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 Financial Group 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.
See something wrong? Request a correction. Read our methodology.