Financial Steward Associates, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
3

Firm details

Headquarters
Boulder, Colorado
CRD number
110594
Registered since
September 15, 2022
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Financial Steward Associates, LLC is a Colorado-registered limited liability company owned by an individual and organized around financial planning services. The firm bills clients through fixed-fee arrangements and hourly charges rather than asset-based advisory fees. It does not position itself as a capital allocator and is not identified as an ESG-active or multi-state adviser in the source data. The firm's regulatory snapshot classifies it as unclassified and lists financial planning as the primary advisory activity.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Heather Williams

    Heather Williams

    Financial PlannerCRD 5475507

  • Marion Steward

    Marion Steward

    Founder & Investment Advisor RepresentativeCRD 2795970

  • Sidney Smith

    Sidney Smith

    Financial ConsultantCRD 7449184

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
1790 38th St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth