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
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
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.
Series 66
Manchester, ME
Edward Jones
Series 66
Augusta, ME
Edward Jones
Series 66
Augusta, ME
Edward Jones
Series 66
Pittston, ME
Fidelity
Monica Worcester is a Financial Consultant I at Fidelity Investments, where she has been serving since 2024. In her role, she focuses on building trust with her clients and providing personalized financial guidance aimed at growth, security, and achieving their unique goals. Prior to this position, Monica held roles including Planning Consultant at Fidelity Investments and Relationship Manager at Empower Retirement, accumulating extensive experience in client service and financial planning since 1997. Her career spans various roles in the financial services industry, including positions at UBS, Lebel & Harriman, LLP, Key Bank, and Gorham Savings Bank. This diverse background has contributed to her expertise in retirement education, client relationship management, and financial consulting. Outside of her professional work, Monica enjoys activities such as cooking and baking, gardening, music, caring for pets, and reading.
Series 63, Series 66
Augusta, ME
Edward Jones
Series 66
Monmouth, ME
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")