Steward Advisors Group, LLC

Updated today

Find your advisor

Client assets under management

$85,266,388

Clients

109

23% high-net worth

Advisors

of 11 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$782,260

About

Steward Advisors Group is a registered investment adviser serving individuals (including high-net-worth clients), trusts, estates, and charitable organizations, managing roughly $105 million in discretionary assets for about 100 clients. The firm provides discretionary portfolio management and written financial planning and also advises on tax, insurance, and estate matters through referrals or client-requested consultations.

Portfolios are tailored to clients’ stated objectives and risk tolerances and the firm explicitly incorporates clients’ faith-based and moral values into investment screening and security selection; most assets are invested in marketable stocks, bonds, ETFs and mutual funds, but the firm also may allocate to private placements, private equity, private debt, REITs and other alternatives and may engage sub-advisers for specialized strategies. Steward uses fundamental analysis and asset-allocation techniques, conducts regular (typically quarterly) account reviews, and states that it acts as a fiduciary for retirement accounts under ERISA/IRC.

Distinctive features include a relatively small advisory team managing six offices — an uncommon footprint for firms of this size — and formal affiliations with other investment-adviser and fund-management entities, which the firm discloses and monitors when directing clients to affiliated investments. In addition, some supervised persons hold insurance licenses and the firm’s senior compliance professional is a CPA; these professional affiliations and licenses can generate separate compensation streams and are addressed in the firm’s conflict disclosures and policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy

Fee options

Fixed

Financial planning flat fees ranging from $1,500 to $7,500

Percentage

$0 - $1,000,000: 1.65% $1,000,001 - $3,000,000: 1.35% $3,000,001 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.95% $10,000,001+: Negotiable

Project-based

$250-$800 per hour for projects outside scope of investment advisory services and financial planning

Other

Account minimum: $25,000 Fee-only: Financial planning fees charged hourly ($250-$800 per hour) or flat fee ($1,500-$7,500)

Main office location

Steward Advisors Group, LLC

139 Meyer Road, Suite 201

Halfmoon NY 12065, United States

Number of offices

Most active in

Arizona · California · Florida · Georgia · Illinois · New Hampshire · New York · South Carolina · Texas · Washington

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Is not active or affiliated with:

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (518) 406-5624

Advisors at this firm

Derek K

Series 65, Series 66

Halfmoon, NY

Steward Advisors Group, LLC

Derek Kessen is a financial advisor at Steward Advisors Group, LLC with 14 years of industry experience. He holds Series 65 and Series 66 designations. His prior work includes roles at Performance Trust Capital Partners, LLC, Oncenter LLC, and Heron Ventures, LLC. Steward Advisors Group provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm tailors portfolios to client objectives and risk tolerance, incorporating clients’ faith-based and moral values into investment screening and utilizing a combination of direct management, sub-advisers, and co-management arrangements.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy

Joseph H

Series 65

Flowery Branch, GA

Steward Advisors Group, LLC

Joseph Henderson is a financial advisor with Steward Advisors Group, LLC, holding a Series 65 designation and one year of industry experience. His prior roles include positions at Ronald Blue & Co. CPAs and Jon W. Newcomer CPA, P.C., as well as independent contracting engagements. Steward Advisors Group provides discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations, incorporating clients’ faith-based and moral values into investment screening. The firm offers tailored portfolio management and ancillary advice on tax, insurance, and estate matters, utilizing both direct implementation and co-management arrangements.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy

Cole F

Series 65

Halfmoon, NY

Steward Advisors Group, LLC

Cole Fritz is a financial advisor at Steward Advisors Group, LLC with a Series 65 credential and one year of industry experience. Prior to joining Steward Advisors Group in 2025, he worked at CrossPurpose for six years in various roles. He also provides occasional technology, data management, and project management support to the nonprofit CrossPurpose. Steward Advisors Group offers discretionary investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm integrates clients’ faith-based and moral values into investment decisions and employs a combination of direct management, sub-advisers, and co-management arrangements.

ESG / Sustainable investing Private / alternative investments Charitable giving & philanthropy

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support