Craig Alan Adamson
Advisor at TRUEWEALTH STEWARDSHIP, LLC — Marion, IA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Marion, IA 52302
TRUEWEALTH STEWARDSHIP, LLC
Independent
Total advisors
1Clients per advisor
47 HighAvg AUM per client
$0 Very LowHNW client ratio
11% TypicalCraig Adamson is a financial advisor with TRUEWEALTH STEWARDSHIP, LLC in Marion, IA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at LPL Financial since 2000 and has operated his own advisory businesses, including True Wealth Stewardship, since 2013. Adamson also serves as a classroom instructor for continuing education through Community Educators LLC. TRUEWEALTH STEWARDSHIP, LLC is an independent, single-advisor registered investment adviser that provides fee-based financial planning and consulting primarily to individual clients and select small-to-medium sized businesses. The firm emphasizes written financial plans and ongoing planning engagements rather than discretionary portfolio management and offers public and organizational educational workshops in addition to one-on-one planning.
Based on TRUEWEALTH STEWARDSHIP, LLC
Based on TRUEWEALTH STEWARDSHIP, LLC
Fixed fees for initial financial planning and consulting services ranging from $1,000 to $10,000; fixed fees for on-going consulting services ranging from $300 to $3,600 annually
Commission income earned by investment adviser representatives as registered representatives of LPL Financial and as insurance agents
Hourly fees range from $150 to $300 per hour for financial planning services
On-going consulting fees charged monthly ($25 to $300 per month) or annually ($300 to $3,600 annually), paid in advance monthly, quarterly or semi-annually
Minimum fee: Minimum fixed fee generally $1,000 for fixed fee services; minimum hourly fee $300 Fee-only: Fixed fees ranging from $1,000 to $10,000 for initial financial planning; Hourly fees from $150 to $300 per hour; On-going consulting fixed fees ranging from $300 to $3,600 annually
Marion, IA
888 10th St., Suite 101
Marion IA 52302
Advisors at this office
1
Iowa · Texas · Wyoming
30 years of industry experience
TRUEWEALTH STEWARDSHIP, LLC
2022 - Present • 4 years
Marion, IA
Truewealth Stewardship, LLC
2021 - Present • 5 years
Marion, IA
Plan2Thrive d/b/a True Wealth Stewardship
2013 - 2021 • 8 years
Marion, IA
LPL Financial
2000 - Present • 26 years
Marion, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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