Stewards Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$128,045,786
Total clients
61
46% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$2,099,111
About
Stewards Advisory Services is a fee-only registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm provides discretionary portfolio management, comprehensive financial planning, consulting and in‑house tax preparation, and does not accept commissions or sell financial products.
Operating as a fiduciary, Stewards implements strategic asset allocation with passive mutual funds and ETFs as the core holdings while selectively adding active managers where appropriate; client goals are documented in investment policy statements and accounts are reviewed and reported regularly. The firm uses institutional research tools (including Dimensional Fund Advisors resources and ETF information), relies on custodian reporting for quarterly statements, and trades under a limited power of attorney for discretionary management.
What distinguishes Stewards Advisory Services is its explicit focus on serving clients from a Christian, biblical stewardship perspective and its willingness to negotiate account terms for clients in full‑time ministry or with charitable intent. The firm also maintains in‑house tax preparation services, leaves proxy voting to clients rather than voting on their behalf, and manages roughly $128 million of discretionary assets across two advisors for about 61 client relationships.
Client services
Expertise
Demographic focus
Fee options
$0 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.80% $5,000,000+: 0.50%
Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour
Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office location
Stewards Advisory Services
Marion IA, United States
Number of offices
2
Most active in
Iowa · New Jersey · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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