StewardRight

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Client assets under management

$68,306,749

Clients

358

10% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

119

Very High

Average account size

$190,801

About

StewardRight serves individual investors (including both high‑net‑worth and non‑HNW clients), as well as trusts, retirement plans, charitable organizations, and business entities. The firm provides financial planning (subscription, fixed‑fee, and hourly options), discretionary portfolio management, retirement plan consulting, wrap‑fee account access through third‑party platforms, and education seminars and workshops.

Its process begins with interactive financial planning and scenario analysis and then maps client objectives to asset‑allocation models that predominantly use ETFs and no‑load mutual funds. StewardRight applies a more active, tactical approach for larger accounts and a more passive buy‑and‑hold approach for smaller accounts (generally under about $100,000), conducts top‑down fund selection using third‑party research (e.g., Morningstar), and typically manages accounts on a discretionary basis through custodians such as SEI and Schwab.

What is notable about StewardRight is that some investment adviser representatives are insurance‑licensed and may recommend or sell insurance and annuity products (and receive commissions), a practice the firm discloses as a potential conflict and for which it states limits on retaining certain commissions in advisory accounts. The firm also discloses affiliations and fee‑sharing arrangements with a non‑investment consulting affiliate and a CPA that provides tax and bookkeeping services, and it sometimes serves as a co‑advisor in an SEI wrap‑fee ETF program—arrangements that may influence referrals and platform recommendations.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Fixed fee financial planning from $1,500 to $5,000 or more depending on scope; half due upfront, remainder upon delivery.

Percentage

$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually

Commissions

Certain investment advisor representatives are insurance licensed and may earn sales commissions on insurance products; however, commissions are not retained on advisory recommendations involving funds with sales commissions.

Project-based

$350/hour for Certified Financial Planner, $275/hour for Financial Advisor, $150/hour for Paraplanner, $75/hour for Administrative support

Subscriptions

Monthly subscription financial planning fees ranging from $100 to $1,000 or more depending on scope and complexity; negotiable and billed in arrears.

Other

Account minimum: $25,000 for equity portion under ETF Strategy (minimum account thresholds); $70,000 for equity portion under Tactical Strategy Fee-only: Financial planning and portfolio management fees; no commissions retained by advisors on recommended funds with sales commissions.

Main office location

StewardRight

515 S Main St, Suite 103

Wichita KS 67202, United States

Number of offices

Most active in

Colorado · Kansas · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

Other specialized services

They may provide services such as pension consulting or municipal advisory work, 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram YouTube Website 316-768-7526

Advisors at this firm

Lyndon Z

CFP®, Series 65

Wichita, KS

StewardRight

Lyndon Zielke is a CFP® with six years of industry experience, currently affiliated with StewardRight in Wichita, KS. His prior roles include work at VIAVI Solutions and Aeroflex Wichita, as well as leadership positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Wichita Financial Coaching. He is also co-owner of Eighth Wonder, LLC, a commercial real estate holding with administrative duties performed outside regular business hours. StewardRight serves individual investors, families, trusts, retirement plan sponsors, and business entities with financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars. The firm’s investment approach combines modern portfolio theory and global diversification, applying tactical management for larger accounts and a passive strategy for smaller ones.

General retirement planning Retirement income strategy Cash flow / budgeting Founder/Business Owner

Bryan L

Series 65

Wichita, KS

StewardRight

Bryan Looper is a financial advisor at StewardRight with six years of industry experience. He holds a Series 65 designation and has held roles at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and DEVO Capital Management, among others. Outside of his advisory work, he is the owner of Bronco Energy, LLC, a real estate business in Pagosa Springs, CO. StewardRight serves individual investors, families, trusts, retirement plan sponsors, and business entities with financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars. The firm employs a globally diversified investment approach based on modern portfolio theory, combining tactical management for larger accounts with a more passive strategy for smaller ones.

General retirement planning Retirement income strategy Cash flow / budgeting Founder/Business Owner

Michael P

CFP®, Series 63

Wichita, KS

StewardRight

Michael Proctor is a CFP® with 14 years of industry experience, currently serving at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Secure Financial Firm. Outside of financial advising, he is a City Council Member for Bel Aire, KS, and serves as Board Member and President of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, retirement-plan consulting, and educational seminars to individual investors, families, trusts, retirement plan sponsors, and business entities. The firm employs a mix of active and passive investment strategies grounded in modern portfolio theory and offers services through various fee structures and wrap-fee accounts.

General retirement planning Retirement income strategy Cash flow / budgeting Founder/Business Owner

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