Sound Stewardship is a registered investment advisor located in Overland Park, Kansas, offering comprehensive financial planning and investment management services. Sound Stewardship provides personalized consultations, written financial plans, and ongoing support through multiple service models, including an annual planning relationship, transition planning, and hourly consulting. The firm builds customized portfolios without commissions or third-party incentives, utilizing strategic partnerships with major custodians like Fidelity and Schwab. Sound Stewardship specializes in areas such as retirement planning, tax review, estate planning, and debt management, and also offers socially and biblically responsible portfolio options. The firm operates as a fee-only practice, charging clients directly based on net wealth or hourly rates rather than earning commissions.
Fee Structure
Sound Stewardship manages your investment portfolio as part of the Annual Planning Relationship. Investment management fees are bundled into your overall annual fee, which is based on your total net wealth rather than the size of your investment portfolio alone. For example, a client with a net wealth of $1,000,000 pays an initial annual fee of $8,500, and $7,500 in subsequent renewal years. Rates scale upward based on net wealth. There are no separate percentage-of-assets fees for managing investments.
