# Thomas Francescon

> Thomas Francescon is a fee-only financial advisor at Stone Bridge Asset Management in Chattanooga, Tennessee. Thomas focuses on retirement planning and estate & legacy planning. Stone Bridge Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/thomas-francescon/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stone Bridge Asset Management
- **Based in:** Chattanooga, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $84.1M across 586 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 5451941 (https://adviserinfo.sec.gov/individual/summary/5451941)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 65 (2008)
- **Firm size:** 3 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.stonebridge-am.com

## Frequently asked questions

### Is Thomas Francescon a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Stone Bridge Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Thomas charge for financial advice?

Thomas's firm, Stone Bridge Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Thomas Francescon based?

Thomas Francescon is based in Chattanooga, Tennessee.

### What does Thomas specialize in?

Thomas's specialties include retirement planning and estate & legacy planning.

### Is Thomas Francescon registered with the SEC?

Yes. Thomas Francescon is registered as an investment adviser representative in TN (CRD 5451941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Stone Bridge Asset Management manage?

Stone Bridge Asset Management reports $84.1M across 586 accounts in assets under management.

### How do I contact Thomas Francescon?

Through Thomas's website, www.stonebridge-am.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5451941): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.stonebridge-am.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.