Sound Stewardship, LLC

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Assets Under Management

$243.6M

Number of Clients

190

Number of Advisors

Average Client AUM

$1.3M

AUM per Advisor

$30.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Sound Stewardship provides comprehensive consultations addressing specific financial issues. They offer annual planning, transition planning, hourly as-needed, and public speaking services. Investment management is offered on a discretionary basis. They build customized portfolios without commissions through partnerships with Fidelity and Schwab.

Fee Structure

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management