Fee-only adviser · Oak Brook, IL
Stonebridge Wealth Management LLC
Stonebridge Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Oak Brook, Illinois. On its latest Form ADV, filed May 5, 2026, it reports $283M in regulatory assets under management, 288 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 285693 · SEC file 801-112745 |
| Office | 1010 Jorie Blvd Suite 144 Oak Brook, IL 60523 |
| Phone | (630) 230-1830 |
| Website | www.stonebridgewm.com |
| Regulatory assets under management | $283M |
| Individual clients | 200 non-high-net-worth, 88 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 5, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Oak Brook
- Ergawealth Advisors, Inc. $342M
- Watershed Private Wealth $414M
- Defined Capital LLC $44M
- Strongside Asset Management LLC $36M
- Dillow Wealth Management LLC $106M
- Tall Pines Capital, LLC $25M
See all 8 fee-only advisers in Oak Brook →
Nearby
- Hinsdale 7 firms
- Oakbrook Terrace 4 firms
- Western Springs 2 firms
- Downers Grove 10 firms
- Elmhurst 2 firms
- Lombard 2 firms
- La Grange 2 firms
- Glen Ellyn 3 firms
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