Financial Steward Associates (FSA) offers financial planning services, engaging clients in conversations about their goals, objectives, priorities, vision, and legacy. FSA provides financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. FSA also provides consulting services on a limited basis on specific topics such as estate planning, real estate, and retirement planning.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial planning services with fees that vary based on the extent and complexity of your individual or family circumstances and agreed upon deliverables. Fixed fees will not exceed $10,000.
- Hourly planning services for clients who need advice on a limited scope of work at $350/hour.
One-Time Plan:Up to $10,000
Hourly Rate:Up to $350/hr
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