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 limited liability company that provides financial planning services. The firm is SEC-registered (since 2022) and is owned by an individual. Its advisory work is oriented around planning rather than broad discretionary investment management, and its published fee approach relies on hourly charges and fixed fees rather than percentage-based asset fees. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and does not act as a capital allocator to third‑party managers.
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 3HEATHER WILLIAMS
Financial PlannerCRD 5475507
SIDNEY SMITH
Financial ConsultantCRD 7449184
MARION STEWARD
Founder & Investment Advisor RepresentativeCRD 2795970
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
Similar firms
BERMAN, GIL
RIABOULDER, CO
CONSILIUM, LLC
RIABOULDER, CO
HALCYON WEALTH MANAGEMENT, LLC
RIABOULDER, CO
THE WEALTH CONSERVANCY, INC.
RIABOULDER, CO
SNOWBALL WEALTH MANAGEMENT
RIABOULDER, CO
BRAVERMAN WEALTH ADVISORS, LLC
RIABOULDER, CO