Stewards Wealth Planning, LLC

Overview

Stewards Wealth Planning, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and describes itself as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension-consulting-related services, and educational seminars or workshops. Compensation is by a percentage-of-assets model and by hourly charges. The firm is not identified as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives