Advisor at TRUEWEALTH STEWARDSHIP, LLC
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Firm
TRUEWEALTH STEWARDSHIP, LLC
Location
Marion, IA 52302
Credentials
Series 63, Series 65
Industry experience
29 years
Craig Adamson is a financial advisor with TrueWealth Stewardship, LLC, an independent registered investment adviser based in Marion, Iowa. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His career includes a long tenure at LPL Financial since 2000 and leading TrueWealth Stewardship in various forms since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TrueWealth Stewardship, LLC provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm emphasizes written financial plans and ongoing planning engagements rather than discretionary portfolio management, and is notable for offering educational workshops alongside one-on-one planning services.
Based on TRUEWEALTH STEWARDSHIP, LLC
Based on TRUEWEALTH STEWARDSHIP, LLC
Fixed fees for initial financial planning and consulting services ranging from $1,000 to $10,000; fixed fees for on-going consulting services ranging from $300 to $3,600 annually
Commission income earned by investment adviser representatives as registered representatives of LPL Financial and as insurance agents
Hourly fees range from $150 to $300 per hour for financial planning services
On-going consulting fees charged monthly ($25 to $300 per month) or annually ($300 to $3,600 annually), paid in advance monthly, quarterly or semi-annually
Minimum fee: Minimum fixed fee generally $1,000 for fixed fee services; minimum hourly fee $300 Fee-only: Fixed fees ranging from $1,000 to $10,000 for initial financial planning; Hourly fees from $150 to $300 per hour; On-going consulting fixed fees ranging from $300 to $3,600 annually
888 10th St., Suite 101
Marion, IA 52302
Iowa · Texas · Wyoming
TRUEWEALTH STEWARDSHIP, LLC
2022 - Present (4 years)
Truewealth Stewardship, LLC
2021 - Present (5 years)
Plan2Thrive d/b/a True Wealth Stewardship
2013 - 2021 (8 years)
LPL Financial
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Marion, IA
Lexington Capital, LLC
Series 65, Series 66
Cedar Rapids, IA
Ares-Bound Capital
CFP®, Series 63
Cedar Rapids, IA
Busbee Wealth Advisors LLC
Series 63, Series 66
Cedar Rapids, IA
Lunea Wealth Management
Series 63, Series 66
Queen Creek, AZ
Bridgeway Wealth Management, LLC
Series 63
Cedar Rapids, IA
Stonefield Investment Advisory, Inc.
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