Advisor at Stewardship Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Stewardship Wealth Management
Location
Overland Park, KS 66210
Credentials
Series 65
Industry experience
17 years
Brendon Jenks is a financial advisor with Stewardship Wealth Management in Overland Park, KS, holding a Series 65 designation and 17 years of industry experience. He has worked at Stewardship Wealth Management since 2014 and also operates Epiphany Financial Coaching, LLC. Outside of advising, he is a licensed insurance agent. Stewardship Wealth Management is an independent, single-advisor firm serving semi-affluent and affluent individuals, couples, trusts, and charitable entities. The firm uses an evidence-based, long-term buy-and-hold investment approach with strategic asset allocation and broad diversification, primarily employing no-load mutual funds and ETFs, and offers ongoing investor coaching and financial planning.
Based on Stewardship Wealth Management
$500 flat fee for financial planning services
$0 - $500,000: 0.99% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.40% $2,000,001+: 0.30%
Commissions for the sale of life insurance products
$200/hour for complex financial planning cases
7500 College Blvd., Suite 500
Overland Park, KS 66210
Kansas · Louisiana · Missouri · Texas
Epiphany Financial Coaching, LLC
2021 - Present (5 years)
Stewardship Wealth Management
2014 - Present (12 years)
Wealth Renovators, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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