Catherine Hyder
Catherine Hyder is a CFP-designated registered investment advisor at Stonebridge Financial Planning Group, LLC, based in Orlando,, FL, with 16 years of industry experience. Catherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 340 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.40% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Management fees may be negotiable for households with more than $2,000,000 in advisory assets at Stonebridge's sole discretion.
Fee Estimator
Location
203 Hillcrest Street, Orlando,, FL, 32801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Catherine sells fixed insurance, dedicating minimal time to this activity. She is also a co-owner of Stonebridge Financial Planning Group, LLC, and a water polo coach for Orange County Public Schools.
Employment History
Current Registrations
Stonebridge Financial Planning Group, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Triad Advisors LLCBroker
Triloma Securities, LLCBroker
Cnl Securities CORP.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.