Firm
Stonebridge Capital Advisors
St. Paul, Minnesota
Fee-only
Stonebridge Capital Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFA.
- Its Form ADV reports 31 employees and 1,609 individual clients, 538 of them high net worth.
- Its average account is about $800,000 (assets it manages divided by its 3,151 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | St. Paul, Minnesota |
|---|---|
| Website | stonebridgecap.com |
| [email protected] | |
| Phone | (651) 251-1000 |
Stonebridge Capital Advisors fees
Stonebridge Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2.5 billion |
| Individual clients | 1,071 |
| High-net-worth clients | 538 |
| Accounts managed | 3,151 |
| Employees | 31 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-53760) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 111447 |