Entrusted Stewardship LLC is a registered investment advisor founded in July 2026 and based in Holland, Michigan. Led by principal owner and Chief Compliance Officer Ian Foreman, the firm focuses exclusively on providing financial planning services rather than managing investment portfolios. Entrusted Stewardship offers ongoing financial planning, which includes regular monitoring, goal setting, and a full annual review, as well as project-based financial planning covering topics such as retirement, risk management, college savings, cash flow, and estate planning. The firm utilizes passive investment strategies and fundamental analysis when making investment recommendations as part of its financial planning services, but clients retain direct control over their accounts and execute their own trades.
Fee Structure
Entrusted Stewardship charges an upfront fee of $699.99 for onboarding, data gathering, and initial plan setup, followed by a monthly fee of $199 paid in arrears. This service includes:
- Working one-on-one with a Certified Financial Planner
- Development and implementation of a personalized financial plan covering net worth, cash flow, insurance, retirement, investments, and estate planning
- Ongoing monitoring and regular follow-up phone calls and emails
- A full annual review to update and ensure the continued appropriateness of the plan
- Project-based financial planning — Fixed fee ranging from $3,000 to $5,000, agreed upon before work begins, covering topics like retirement, college savings, cash flow, and estate planning
- Hourly consulting — $400 per hour depending on complexity, due upon completion of the engagement