Maguire Stewardship Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,841,323
Clients
96
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
96
Very HighAverage account size
$185,847
About
Maguire Stewardship Partners serves individual investors — including both non‑high‑net‑worth and high‑net‑worth clients — offering discretionary portfolio management and a range of financial planning services, from project‑based plans to an ongoing, subscription‑style planning relationship. The firm also assists clients in selecting and overseeing third‑party managers and implements client‑specific investment policy statements and restrictions as requested.
The firm develops individualized asset‑allocation targets and typically builds portfolios using index mutual funds and ETFs for low turnover and tax efficiency, while also incorporating technical, charting, and cyclical analysis to inform sector selection and timing. It operates with discretion over trading authority for managed accounts and monitors outside managers’ holdings, concentrations, and compliance when TAMPs are used.
Noteworthy features include the uncommon pairing of a primarily passive, index‑based approach with explicit use of technical and cyclical methods, and the practice of executing trades on an individual‑account basis rather than aggregating block trades. The principal’s background in insurance and advanced planning at larger financial services firms and participation in an institutional custodian program that provides platform and research benefits are additional distinguishing elements.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business sale tax planning
Cash flow / budgeting
Debt management
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fee $2,000 - $5,000
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.65% $2,000,001+: 0.50%
Ongoing Comprehensive Financial Planning monthly fee $100 - $500 per month
Fee-only: Ongoing Comprehensive Financial Planning: upfront $1,000 - $5,000 plus $100 - $500 per month; Project-Based Financial Planning fixed fee $2,000 - $5,000
Main office location
Maguire Stewardship Partners
Allen TX, United States
Number of offices
1
Most active in
Maguire Stewardship Partners has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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