Stonebridge Financial Group, Llc

602 NORTH FRONT STREET, Wormleysburg, Pennsylvania 17043

SEC CRD#327529
Last ADV filed: 01/16/2026
Verified Fiduciary

Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.

Clean Disciplinary Record

No criminal, civil, or regulatory disclosures found in SEC or FINRA records.

Additional Compensation Disclosed

This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.

Fee Structure

AUM-Based Fee2.00%of assets under management

Detailed Fee Schedule

of less 6 than $5,000, this may equate to being more than the maximum fee of 2% as stated in this Form ADV and the Agreement. Option Account Fee – An additional flat fee percentage, on top of the tiered or breakpoint fee, will be applied to the billable assets of accounts w

Source: Form ADV Part 2 Brochure
Compensation methods:
Percentage of AUMHourly feesFixed fees

Compensation Transparency

  • Also registered with a broker-dealer
  • Also offers proprietary investment products

These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.

Stonebridge Financial Group, Llc — Fiduciary Advisor Profile | FiduciaryListings