John Belluardo is a ChFC-designated registered investment advisor at Stewardship Financial Planning, based in Irvington, NY, with 4 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 32 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewardship Financial Planning does not charge a percentage of your assets. Instead, they charge flat fees for their services. They monitor investments and provide periodic rebalancing, typically once or twice a year, through their Annual Retainer Service.
Contact
John Belluardo
Location
90 North Broadway, Suite 218, Irvington, NY, 10533
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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.
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John offers his services as a Trustee and/or Executor, which does not involve investment services directly but are offered through his firm. He spends minimal to about 10-20% of his time on this activity.
Employment History
Current Registrations
Stewardship Financial Planning
State Registrations1 state
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.