Firm
Stonebridge Financial Group
St. Louis, Missouri
Fee-only
Stonebridge Financial Group at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 10 employees and 738 individual clients, 142 of them high net worth.
- Its average account is about $1.5 million (assets it manages divided by its 1,623 accounts).
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | St. Louis, Missouri |
|---|---|
| Website | stonebridgefin.com |
| Phone | (314) 729-9500 |
Stonebridge Financial Group fees
Stonebridge Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $2.4 billion |
| Individual clients | 596 |
| High-net-worth clients | 142 |
| Accounts managed | 1,623 |
| Employees | 10 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-134287) |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 337972 |