A complete list of active advisors currently associated with Global Planning Stewards LLC

Warmer can help you find a great advisor at Global Planning Stewards LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Global Planning Stewards LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Gary Haindel	Baton Rouge, LA	33

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