STEWARDS WEALTH PLANNING, LLC

Overview

Stewards Wealth Planning, LLC is an independent registered investment adviser that focuses on serving individual and family clients through financial planning and discretionary portfolio management. The firm acts as a capital allocator, selecting third‑party managers and directing client capital into a mix of liquid equity exposures and external alternative managers. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. Fee arrangements include percentage‑of‑AUM billing plus the option for hourly charges. Stewards does not position itself as an ESG investor and is not registered as a multi‑state adviser, suggesting a regional operating footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices