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Stewards Wealth Planning, LLC

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Client assets under management

$99,380,000

Clients

613

8% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

307

Very High

Average account size

$162,121

About

Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm reports managing roughly $99 million across more than 600 client relationships and provides portfolio management, written investment policy documentation, and ongoing consulting engagements.

Investment programs are implemented on a discretionary basis and often delivered through a third‑party platform (Orion Portfolio Solutions) and outside strategists, with account objectives and risk tolerances documented in client forms. The firm combines technical and seasonality analysis for security selection with fundamental analysis for planning, and performs periodic account reviews and client reporting at least quarterly.

Distinctive aspects include an unusually high client-to-advisor ratio (over 300 clients per advisor), a regular program of free educational seminars and workshops, and material affiliations with an insurance business where firm personnel spend substantial time and may receive insurance commissions. The brochure discloses these affiliated insurance activities and the firm describes policies and disclosures intended to mitigate related conflicts, and it also highlights use of third‑party managers and ERISA plan consulting as differentiated service lines.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Retirement income strategy Active portfolio management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.60% annually Over $1,000,000+: 1.40% annually

Project-based

$200 per hour (negotiable) for financial planning

Main office location

Stewards Wealth Planning, LLC

2190 Commons Parkway

Okemos MI 48864, United States

Number of offices

3

Most active in

More info

Michigan · North Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

517 323 7526

Advisors at this firm

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Brian P

Series 65

Okemos, MI

Stewards Wealth Planning, LLC

Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.

Retirement income strategy Active portfolio management Founder/Business Owner Retired
user avatar

Michael D

CFP®, Series 65

Okemos, MI

Stewards Wealth Planning, LLC

Michael Douglas is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC in Okemos, MI. He has worked at Stewards Wealth Planning since 2015 and previously operated Douglas Financial Group, LLC. In addition to his advisory work, Douglas is involved with Mount Hope Church, where he has been active since 2003. Stewards Wealth Planning serves individual and high-net-worth clients by providing discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm emphasizes a client-driven investment process and offers educational seminars and ERISA 3(21) participant services, managing approximately $86 million across more than 600 clients.

Retirement income strategy Active portfolio management Founder/Business Owner Retired
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