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Tony Adkison

Advisor at Stewardship Advisory Group, LLC

Updated today

Location

Mansfield, TX

Credentials

Series 66

Industry experience

15 years

About

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.

Client services

Based on Stewardship Advisory Group, LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Stewardship Advisory Group, LLC

General retirement planning Social Security optimization Life insurance needs analysis Long-term care insurance Charitable giving & philanthropy

Occupation focus

Based on Stewardship Advisory Group, LLC

Founder/Business Owner Executive

Demographic focus

Based on Stewardship Advisory Group, LLC

Christian Faith Based

Fee options

Fixed

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.

Percentage

$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%

Commissions

Advisors may receive commissions for insurance products sold; also may receive commissions through United Planners broker-dealer activities.

Project-based

$200 to $450 per hour depending on complexity.

Other

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.

Location

Mansfield, TX

Most active in

Texas

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michelle V

CFP®

Fort Worth, TX

Waymaker Financial Planning

Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.

General retirement planning Tax strategies for small businesses Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Government Employee Christian Faith Based Gen X (Born 1965-1980)
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Michael M

CFP®, Series 63, Series 65

Mansfield, TX

Miller Premier Investment Planning LLC

Michael Miller is a Certified Financial Planner® with 20 years of industry experience. He has been the principal advisor at Miller Premier Investment Planning LLC since 2007. His background includes military service, and he is involved in community activities such as pro bono debt counseling, financial literacy instruction, and volunteering with homeless ministries. Miller Premier Investment Planning LLC is an independent, fee-only firm serving individuals and families, primarily focusing on retirement planning and wealth management. The firm emphasizes asset allocation and fundamental analysis, providing personalized financial planning and investment management with a hands-on approach.

General retirement planning Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General estate planning guidance
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Michael B

CFP®, Series 66

Burleson, TX

Azure Sky Financial Life Planning, LLC

Michael Babcock is a CFP® with 11 years of industry experience currently serving as CEO and Financial Life Planner at Azure Sky Financial Life Planning, LLC. He has previously worked with Perryman Securities, Inc. and Legacy Consulting Group, and also holds a Series 66 designation. In addition to his role at Azure Sky, he provides financial planning services under an independent contractor relationship with Origin Financial. Azure Sky Financial Life Planning, LLC offers values-based Financial Life Planning to individuals, couples, families, and charitable organizations, integrating life planning, financial planning, tax planning, and investment management. The firm emphasizes aligning clients’ personal values with their investments, providing options including socially conscious and Biblically Responsible Investing alongside a mix of passive and active strategies.

ESG / Sustainable investing Founder/Business Owner Religious/faith focused
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Corey C

Series 63

Arlington, TX

Callaway Financial Services

Corey Callaway is the sole advisor at Callaway Financial Services in Arlington, TX, holding a Series 63 designation with 41 years of industry experience. He has been involved with Callaway Financial Services and related entities since 2000. Outside of his advisory work, he is a 15% owner of Arlington Today Magazine. Callaway Financial Services provides portfolio management, financial planning, pension consulting, and third-party manager solicitation to a diverse client base including individuals, institutions, and charitable organizations. The firm employs an active, momentum-based investment approach using multiple analytical methods and offers both discretionary and non-discretionary supervisory services.

Active portfolio management Retirement income strategy
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Colby V

Series 63, Series 65

Arlington, TX

F3 Wealth Management, LLC

Colby Van Sickler is the sole advisor at F3 Wealth Management, LLC in Arlington, TX, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citadel Wealth Management LLC prior to founding F3 Wealth Management in 2015. Outside of advisory services, he is involved in non-variable insurance, including life, health, disability, long-term care, and fixed annuities. F3 Wealth Management is an independent, single-advisor firm serving individuals, trusts, and estates. The firm manages approximately $8.4 million across about 41 client relationships, providing investment management through third-party sub-advisers, financial planning, and educational seminars. Clients select or approve portfolios constructed by sub-advisers, with many relationships involving client-directed investment decisions.

Long-term care insurance Disability insurance Life insurance needs analysis
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Chukwudi U

Series 65

Ft Worth, TX

Lampados Financial Group, LLC

Cash flow / budgeting General retirement planning Tax strategies for small businesses Wealth management Real estate investing
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