Advisor at Stewardship Financial Plainning, LLC
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 Financial Plainning, LLC
Location
Readfield, ME
Credentials
CFP®
Industry experience
23 years
Robert Corey is a CFP® professional with 23 years of experience in the financial advisory industry. He has been the sole advisor at Stewardship Financial Planning, LLC since 2002. Stewardship Financial Planning is a fee-only independent advisory practice serving individuals, high-net-worth clients, trusts, and business entities with comprehensive financial planning, investment advice, and tax preparation. The firm manages approximately $56 million in client assets on a non-discretionary basis, focusing on diversified portfolios using no-load mutual funds and ETFs, and integrates CFP®-level planning with Enrolled Agent tax services.
Based on Stewardship Financial Plainning, LLC
Based on Stewardship Financial Plainning, LLC
Fixed annual retainer fee billed quarterly, ranging from $2,000 minimum to a cap of $14,000
$0 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.45% $2,000,001 - $3,000,000: 0.40% $3,000,001 - $4,000,000: 0.35% $4,000,001+: 0.30%
Financial planning estimated time charged at $250 per hour
Account minimum: No minimum account size; minimum annual fee of $2,000 applies Minimum fee: $2,000 minimum annual retainer fee Fee-only: Fee-only comprehensive financial planning and investment advice; no commissions accepted
Readfield, ME
Maine
Stewardship Financial Planning, LLC
2002 - Present (24 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.
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