Rebecca Robey
Rebecca Robey is a CFP-designated registered investment advisor at Stonebridge Financial Planning Group, LLC, based in Orlando, FL, with 9 years of industry experience. Rebecca 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
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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
Rebecca sells fixed insurance products, dedicating minimal time to this activity. She is also a co-owner of Stonebridge Financial Planning Group, LLC, which facilitates securities, advisory, and insurance business, taking about a quarter of her time.
Employment History
Current Registrations
Stonebridge Financial Planning Group, LLC
Previous Registrations
Commonwealth Financial NetworkBroker
Triad Advisors LLCBroker
State Registrations2 states
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