GLOBAL PLANNING STEWARDS LLC

Overview

Global Planning Stewards LLC operates as an independent registered investment adviser with an owner-type of individual. The firm combines financial planning and portfolio management for individuals, families and small businesses with broker-dealer and insurance-broker activities. That mix suggests a hybrid advice model: advisory relationships centered on planning and portfolio oversight, alongside distribution of brokerage and insurance solutions such as annuities. Investment activity is weighted toward publicly traded equities and exchange‑traded strategies, while alternatives exposure is focused on real estate through third‑party managers. The adviser’s business model is largely non‑discretionary — the entire $79.2M in reported assets is shown as non‑discretionary — which implies clients retain final decision authority and the firm provides advice, model implementation guidance and access to custody and product platforms. Fee arrangements include both a percentage of AUM and fixed fees, aligning compensation with both ongoing advisory relationships and project-based planning work. Given the firm’s broker‑dealer and insurance affiliations, investment implementation blends custody at a national custodian with brokerage and insurance product solutions. Global Planning Stewards is not listed as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices