Stewardship Financial Planning provides fee-only financial planning and investment advice. To encourage long-term relationships, clients are required to use retainer services on an annual basis. These services include an initial financial plan, tax preparation, and investment advisory services. The firm builds diversified portfolios using no-load mutual funds and exchange traded funds.
Fee Structure
Stewardship Financial Planning requires clients to use retainer services annually, with fees billed quarterly. The annual retainer fee is based on a combination of factors: 0.5% of the client's investment portfolio, estimated time for financial planning at $250/hour, and tax preparation fees. The percentage of the investment portfolio decreases for portfolios over $1 million, and the annual retainer fee is capped at $14,000.