Stewardship Wealth Advisors

Updated today

Find your advisor

Client assets under management

$90,015,268

Clients

117

29% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$769,361

About

Stewardship Wealth Advisors (Stewardship for Life, Inc.) provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and charitable organizations, and also advises qualified retirement plans. Offerings include ongoing portfolio management, one‑time and ongoing financial planning, and ERISA plan services where the firm may act in 3(21) or 3(38) fiduciary roles.

The firm implements client strategies through discretionary portfolios guided by written investment policy statements and Modern Portfolio Theory, and it utilizes third‑party platforms such as AssetMark for some accounts. Clients receive periodic reviews, regular planning check‑ins, and access to educational seminars and workshops the firm offers at no charge.

Compared with many peers, Stewardship is notable for two relatively uncommon features: the firm’s owner is a licensed insurance agent who offers commissioned insurance products (approximately 5% of his time, disclosed as a potential conflict), and the firm routinely conducts client seminars and workshops. The firm operates with a small advisory team — two advisors managing roughly $90 million across about 117 client relationships — and combines individualized wealth management with institutional ERISA fiduciary capabilities.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Executive Self-Employed

Fee options

Fixed

One-time financial planning fee negotiable between $250 and $2,000; ongoing financial planning fees negotiable between $1,000 and $4,000 annually

Percentage

$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $1,500,000: 0.95% annually $1,500,001 - $2,000,000: 0.90% annually $2,000,001 - $4,000,000: 0.85% annually $4,000,001 - $6,000,000: 0.80% annually Over $6,000,000+: 0.75% annually

Commissions

Insurance products sales commissions received by Managing Member (approx. 5% of time spent on this)

Other

Account minimum: $425,000 Fee-only: One-time financial planning fee negotiable between $250 and $2,000; ongoing financial planning fees negotiable between $1,000 and $4,000 annually

Main office location

Stewardship Wealth Advisors

1440 E. Missouri Avenue, Suite C115

Phoenix AZ 85014, United States

Number of offices

Most active in

Arizona · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

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

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.

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

Quick links

LinkedIn Facebook Website 623-251-7282

Advisors at this firm

John M

Series 63, Series 65, Series 66

Phoenix, AZ

Stewardship Wealth Advisors

John McBride is a financial advisor at Stewardship Wealth Advisors in Phoenix, AZ, with 18 years of industry experience. He holds the Series 63, 65, and 66 licenses and has worked in various capacities since 2003, including roles at American Living Trust Services and Grand Canyon University. McBride also owns Stewardship for Life, Inc., where he provides life and disability insurance to clients. Stewardship Wealth Advisors serves individuals, including high-net-worth households, and plan sponsors by offering fee-based financial planning, discretionary portfolio management, and ERISA plan services. The firm constructs portfolios based on documented investment policy statements and modern portfolio theory, providing ongoing monitoring, periodic reviews, and educational seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Executive Self-Employed

Hayley M

CFP®, Series 66

Phoenix, AZ

Stewardship Wealth Advisors

Hayley Moore is a CFP® and Series 66-registered advisor at Stewardship Wealth Advisors in Phoenix, AZ, with seven years of industry experience. She previously worked at The Ameriflex Group and Sagepoint Financial, Inc. since 2017. Moore serves as a board member of the Young Professional Council for Big Brothers Big Sisters Arizona. Stewardship Wealth Advisors provides fee-based financial planning, discretionary portfolio management, and ERISA plan services to individuals, including high-net-worth households, and plan sponsors. The firm uses documented investment policy statements and a modern portfolio theory framework, offering ongoing monitoring and client education through no-fee seminars and workshops.

Wealth management Retirement plans for business owners (SEP, solo 401k) General tax planning Executive Self-Employed

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