Stewardship Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,300,000
Total clients
12
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
12
Average account size
$858,333
About
Stewardship Wealth Management provides investment advisory and financial planning services to individuals and couples—most clients are described as semi‑affluent or affluent, and the firm also works with high‑net‑worth clients, charities and trusts. The firm reports managing about $10.3 million for roughly a dozen clients and offers portfolio management using no‑load mutual funds and exchange‑traded funds, with a financial plan provided at client onboarding.
The firm follows an evidence‑based, asset‑allocation approach that emphasizes broad diversification, long‑term equity exposure, and periodic rebalancing (typically quarterly), and it discourages market timing and frequent trading. Unusually for peers, a substantial majority of assets (about $8.425 million) are managed on a non‑discretionary basis through co‑advisory and third‑party manager arrangements, while roughly $1.875 million is managed on a discretionary basis.
The principal also operates other registered advisory and financial coaching businesses and is a licensed insurance agent who receives commissions for the placement of insurance‑based products, creating a combined advisory and insurance services model that is less common among independent advisers. The adviser emphasizes a coaching relationship to help clients follow allocation targets and behavioral discipline, and all new clients receive a standardized financial plan as part of onboarding.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Charitable giving & philanthropy
General retirement planning
Fee options
$500 flat fee for financial planning services
$0 - $500,000: 0.99% $500,001 - $1,000,000: 0.50% $1,000,001 - $2,000,000: 0.40% $2,000,001+: 0.30%
Commissions for the sale of life insurance products
$200/hour for complex financial planning cases
Main office location
Stewardship Wealth Management
7500 College Blvd., Suite 500
Overland Park KS 66210, United States
Number of offices
1
Most active in
Stewardship Wealth Management has reported serving >5 clients in these states in the last 12 months.
Kansas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
Forms ADV
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