Financial Steward Associates, LLC
Firm details
- Headquarters
- Boulder, Colorado
- CRD number
- 110594
- Registered since
- September 15, 2022
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Financial Steward Associates, LLC is a Colorado-registered limited liability company owned by an individual and organized around financial planning services. The firm bills clients through fixed-fee arrangements and hourly charges rather than asset-based advisory fees. It does not position itself as a capital allocator and is not identified as an ESG-active or multi-state adviser in the source data. The firm's regulatory snapshot classifies it as unclassified and lists financial planning as the primary advisory activity.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3
Heather Williams
Financial PlannerCRD 5475507

Marion Steward
Founder & Investment Advisor RepresentativeCRD 2795970

Sidney Smith
Financial ConsultantCRD 7449184
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boulder, CO
Boulder
Location
Boulder, CO
Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Boulder
- Address
- 1790 38th St
- Time zone
- MT (UTC-7)
- Office locations
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