# STONEBRIDGE FINANCIAL PLANNING GROUP, LLC

STONEBRIDGE FINANCIAL PLANNING GROUP, LLC of ORLANDO, FL is an SEC-registered investment adviser.

## Registration

- CRD: 154616
- Type: SEC-registered investment adviser
- SEC file number: 801-113696
- Location: 203 HILLCREST STREET, ORLANDO, FL, 32801
- Phone: 407-695-7100
- Latest filing: 2026-03-31
- Regulatory AUM: $329.7M
- Discretionary AUM: $328.6M
- Non-discretionary AUM: $1.1M
- Clients: 8
- Accounts: 704

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Rebecca Anne Robey | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Dianne Marie Webb | MEMBER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Catherine Jolly Hyder | MEMBER | — |
| WEBB DIANNE MARIE | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| WEBB JOHN ADRIAN | CHIEF FINANCIAL OFFICER | — |
| SHURTLEFF RHONDA L | MEMBER | — |
| ROBEY REBECCA ANNE | MEMBER | — |
| HYDER CATHERINE JOLLY | MEMBER | — |
| Cole Presley Thomas | FINANCIAL PLANNER & ADVISOR | — |
| Bethany Marie Park | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154616/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154616/similar
- Related entities: https://search.stillhousedata.com/firm/154616/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154616

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.