Stewardship Financial Planning provides financial advice to individuals, businesses, charities, trusts, and estates. Stewardship offers retirement planning, investment recommendations, asset allocation, college funding planning, insurance needs analysis, and budgeting. Investment recommendations are limited to no-load mutual funds, exchange-traded funds (ETFs), FDIC insured CDs, and Treasury securities. All services are tailored to the client's individual needs.
Assets Under Management$50M
Clients32
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$50M
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.
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