Stonebridge Financial Planning Group, Llc
- Regulatory AUM
- $330M
- Discretionary
- $329M
- Clients
- 340
- Avg AUM / client
- $970K
- Accounts
- 704
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 171 positions, $272,315,150)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | RUS TP200 GR ETF | $14,904,511 | 59,896 | 5.47% | 4.52% |
| 2 | Ishares Tr | U.S. TECH ETF | $9,960,824 | 54,905 | 3.66% | 3.02% |
| 3 | Invesco Exchange Traded Fd T | S&P500 QUALITY | $9,177,467 | 122,057 | 3.37% | 2.78% |
| 4 | Ishares Tr | CORE DIV GRWTH | $8,736,514 | 124,487 | 3.21% | 2.65% |
| 5 | First Tr Exchange Traded Fd | DJ GLBL DIVID | $7,058,520 | 221,062 | 2.59% | 2.14% |
| 6 | Spdr Series Trust | STATE STREET SPD | $5,834,521 | 250,194 | 2.14% | 1.77% |
| 7 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $5,677,871 | 88,606 | 2.09% | 1.72% |
| 8 | Ishares Tr | CORE S&P500 ETF | $5,532,714 | 8,470 | 2.03% | 1.68% |
| 9 | Vanguard Scottsdale Fds | INT-TERM CORP | $5,248,828 | 63,430 | 1.93% | 1.59% |
| 10 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $4,935,925 | 146,163 | 1.81% | 1.5% |
| 11 | Nvidia Corporation | COM | $4,895,599 | 28,071 | 1.8% | 1.48% |
| 12 | Amazon Com Inc | COM | $4,858,481 | 23,328 | 1.78% | 1.47% |
| 13 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $4,778,317 | 69,981 | 1.75% | 1.45% |
| 14 | First Tr Exchange Traded Fd | FT VEST RIS | $4,668,706 | 182,728 | 1.71% | 1.42% |
| 15 | Ishares Tr | CORE S&P US GWT | $4,414,329 | 28,459 | 1.62% | 1.34% |
| 16 | Vaneck Etf Trust | MRNGSTR WDE MOAT | $3,866,588 | 39,985 | 1.42% | 1.17% |
| 17 | Ishares Tr | RUS 1000 GRW ETF | $3,785,273 | 8,877 | 1.39% | 1.15% |
| 18 | Etf Ser Solutions | DISTILLATE US | $3,769,348 | 65,123 | 1.38% | 1.14% |
| 19 | Vanguard Index Fds | GROWTH ETF | $3,636,243 | 8,325 | 1.34% | 1.1% |
| 20 | Pimco Etf Tr | ENHAN SHRT MA AC | $3,353,372 | 33,344 | 1.23% | 1.02% |
| 21 | Vanguard Malvern Fds | CORE BD ETF | $3,104,867 | 40,125 | 1.14% | 0.94% |
| 22 | Apple Inc | COM | $2,855,875 | 11,253 | 1.05% | 0.87% |
| 23 | First Tr Exchng Traded Fd Vi | SMITH UNCONSTRAI | $2,822,126 | 113,933 | 1.04% | 0.86% |
| 24 | Vanguard World Fd | CONSUM STP ETF | $2,743,779 | 12,217 | 1.01% | 0.83% |
| 25 | Global X Fds | ARTIFICIAL ETF | $2,743,015 | 58,775 | 1.01% | 0.83% |
Top 25 of 171 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 258 | $116M | 35.3% |
| High net worth individuals | 82 | $210M | 63.8% |
| Charitable organizations | Fewer than 5 clients | $3.4K | 0.0% |
| Corporations and other businesses | Fewer than 5 clients | $3.0M | 0.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Webb, Dianne, Marie | President/Chief Compliance Officer | Jan 2013 (14y) | 50% – 75% | |
| Rebecca Anne Robey | Member | CFP | Jul 2019 (7y) | 25% – 50% |
| Webb, John, Adrian | Chief Financial Officer | Mar 2020 (6y) | Less than 5% | |
| Catherine Jolly Hyder | Member | CFP | Mar 2022 (4y) | 10% – 25% |
| Cole Presley Thomas | Registered representative | CFP | Mar 2024 (2y) | |
| Allison Young | Registered representative | CFP | Apr 2025 (1y) | |
| Dawn Marie Little | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 897 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- National Financial Services (Fidelity) $330M (100% of AUM) Mar 2026
- TD Ameritrade $43.3M (29% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗