Entrusted Stewardship LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Entrusted Stewardship LLC offers fee‑only financial planning services to individual clients (not classified as high‑net‑worth). Services are delivered through ongoing subscription planning, project‑based engagements, and hourly advice; the firm does not provide investment management, take custody of client assets, or participate in wrap‑fee programs.
Clients receive a documented financial plan following an onboarding and data‑gathering process, with ongoing monitoring, follow‑up communications, and an annual review to update the plan. While the firm does not exercise trading discretion or manage accounts, investment recommendations—when provided—are generally oriented toward passive, Modern Portfolio Theory‑informed solutions, using index mutual funds and ETFs.
Unlike many independent advisers that manage portfolios and commonly charge percentage‑of‑assets fees, this firm emphasizes an advisory‑only model with subscription and fixed‑fee arrangements and explicitly disclaims custody and performance‑based fees. The firm is newly formed and led by a CFP®‑certified principal with prior broker‑dealer and banking experience, and it reports receiving no third‑party compensation.
Client services
Expertise
Fee options
Upfront fee of $699.99 for Ongoing Financial Planning. Project Based Financial Planning fees typically fixed between $3,000 and $5,000.
$400 per hour, negotiable depending on complexity.
Ongoing Financial Planning monthly fee of $199/month, paid monthly in arrears.
Fee-only: Ongoing Financial Planning fixed monthly fee of $199 per month plus an upfront charge of $699.99 (negotiable in certain cases). Project Based Financial Planning fixed fee ranging from $3,000 to $5,000 (negotiable). Hourly Financial Planning rate of $400 per hour (negotiable).
Main office
Holland MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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