Tony Adkison
Advisor at Stewardship Advisory Group, 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.
Advisor at Stewardship Advisory Group, 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.
Location
Mansfield, TX
Credentials
Series 66
Industry experience
15 years
Tony Adkison is a financial advisor with Stewardship Advisory Group, LLC, holding a Series 66 designation and over 15 years of industry experience. He has been with Stewardship Advisory Group since 2013 and is also involved with Stewardship Legacy Coaching, LLC, which offers coaching services focused on family and business legacy stewardship. Additionally, he operates an independent insurance agency. Stewardship Advisory Group provides wealth management, investment management, financial planning, and employer-sponsored retirement plan services to individuals, trusts, estates, charities, and businesses. The firm serves both non-high-net-worth and high-net-worth clients, customizing portfolios based on client risk profiles and offering strategies that include Biblically Responsible Investing and collaboration with estate and tax professionals.
Based on Stewardship Advisory Group, LLC
Based on Stewardship Advisory Group, LLC
Comprehensive Wealth Management and Consultation Services project fees: e.g., $2,500 for Retirement Planning Analysis, $1,000 for Investment Analysis, $5,000 for Comprehensive Plan.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% Above $5,000,000+: 0.50% $0 - $500,000: 1.5% $500,000 - $2,000,000: 1.3% $2,000,000 - $5,000,000: 1.05% Above $5,000,000+: 0.80%
Advisors may receive commissions for insurance products sold; also may receive commissions through United Planners broker-dealer activities.
$200 to $450 per hour depending on complexity.
Minimum fee: Comprehensive Wealth Management and Consultation Services fees range from $500 to $6,750 per module; Comprehensive Plan fee is $5,000. Fee-only: Yes, fees are charged as described in the brochure; no commissions on advisory fees.
Mansfield, TX
Texas
Stewardship Legacy Coaching, LLC
2018 - Present (8 years)
Stewardship Legacy Coaching, LLC
2018 - Present (8 years)
Prime Concepts, LLC
2016 - 2017 (1 year)
Stewardship Advisory Group, LLC
2013 - Present (13 years)
United Planners' Financial Services
2011 - Present (15 years)
Synergy 4000 LLP / T Four Properties LLP
2010 - 2024 (14 years)
Stewardship Estate Planning
2010 - Present (16 years)
Tony Adkison Independent Insurance
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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