Global Planning Stewards LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$75,111,000
Clients
232
Advisors
1
of 1 employees
About
Global Planning Stewards LLC provides ongoing portfolio management and financial planning services for individual clients, including high‑net‑worth individuals. The firm reports $79,223,000 in client assets, all classified as non‑discretionary as of December 2025, and charges asset‑based advisory fees and fixed fees for financial planning.
Investment decisions are documented in client Investment Policy Statements and the firm uses a mix of analysis techniques — including charting, fundamental, technical, quantitative methods and modern portfolio theory — while employing long‑term, short‑term and options strategies. The advisory agreement may request discretionary authority, but the brochure indicates accounts are currently managed on a non‑discretionary basis and clients receive quarterly custodian reports.
The brochure discloses that advisory personnel also operate as a registered representative of a broker‑dealer, an investment adviser representative for another advisory firm, and a licensed insurance agent, and that commissionable securities and insurance products may be recommended with those conflicts noted in client files. It also discloses potential soft‑dollar/ research benefits from custodians, a practice of not aggregating trades for multiple clients, and recommends custodians such as Schwab and Pershing.
Client services
Expertise
Fee options
Financial planning fixed fees negotiated between $100 and $2,500.
$0 - $2,499,999: 2.00% $2,500,000 - $4,999,999: 1.75% $5,000,000+: 1.50%
Commission compensation for sale of investment and insurance products by Gary Paul Haindel as a registered representative and insurance agent.
Main office
8550 United Plaza Blvd, Ste 702
Baton Rouge LA 70809
Advisors at this office
1
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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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