Sound Stewardship, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sound Stewardship serves individual and high‑net‑worth clients as well as trusts, charitable organizations and business owners, providing comprehensive financial planning and discretionary investment management. Its service models include annual planning relationships, transition planning, hourly consultations, public speaking engagements, and evaluation and monitoring of third‑party money managers; the firm is fee‑only and is compensated solely by client fees.
The firm builds customized, in‑house portfolios guided by asset allocation, fundamental and quantitative analysis, and emphasizes tax‑efficient ETFs and portfolio overlays across multiple accounts. It manages most accounts on a discretionary basis with client‑imposed restrictions available, and offers biblically responsible and socially responsible portfolio options while implementing client assets through strategic custody relationships with major custodians.
Notable aspects that distinguish the firm from many peers include its regular offering of educational seminars and paid public‑speaking workshops, a service model that is relatively uncommon among similar team firms. Sound Stewardship also uses sub‑advisor arrangements and, when it maintains online access to client accounts, engages independent PCAOB‑registered accountants to perform surprise audits of those accounts, which may be less typical among firms of its size.
Client services
Expertise
Fee options
Transition Planning Relationship flat fee: $3,500 first year, $2,500 renewal; Public speaking fees: $2,500 per day plus expenses or $900 plus expenses for up to 3 hours.
$0 - $799,999: $800,000 - $999,999: $1,000,000 - $1,100,000: $1,100,000 - $1,200,000: $1,200,000 - $1,300,000: $1,300,000 - $1,400,000: $1,400,000 - $1,500,000: $1,500,000 - $3,900,000: $3,900,000 - $5,250,000: $5,250,000 - $6,000,000: $6,000,000 - $10,000,000: $10,000,000 - $100,000,000: >$100,000,000+: 0.23% of net wealth
$300 per hour; minimum initial fee $600 for 2 hours.
Minimum fee: First year fees start at $8,000; renewal fees start at $5,000 for Annual Planning Relationship clients. Fee-only: Annual Planning Relationship fees based on net wealth, ranging from $8,000 first year to over $250,200 for over $100 million; Transition Planning Relationship flat fee $3,500 first year, $2,500 renewal; Hourly rate $300/hour with 2-hour minimum initial fee of $600.
Main office
See office9101 W. 110th St., Suite 150
Overland Park KS 66210
Advisors at this office
8
Offices (2)
Most active in
Iowa · Kansas · Louisiana · Missouri · Nebraska · Texas
Also doing business as
Sound Stewardship, LLC · Syverson & Company, LLC
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.
Quick links
Advisors at this firm
Kristin S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Kristin Schroeder is a CFP® with eight years of industry experience, currently serving as an advisor at Sound Stewardship, LLC. She has previously worked at Mission Financial Planning, Inc., Lex Aurum Advisors, and operated Fruitful Stewardship LLC. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized, tax-efficient portfolios, educational seminars, and rigorous account oversight practices.
Joshua S
CFP®, Series 65
Overland Park, KS
Sound Stewardship, LLC
Joshua Spradling is a CFP® professional with eight years of industry experience. He has been with Sound Stewardship, LLC since 2020 and previously worked at Waddell & Reed, Inc. from 2018 to 2020. His background includes service in the Army National Guard from 2012 to 2018. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers a range of service models, builds customized portfolios focused on tax-efficient ETFs and portfolio overlays, and provides biblically and socially responsible investment options.
Matthew S
CFP®, Series 66
Overland Park, KS
Sound Stewardship, LLC
Matthew Syverson is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with Sound Stewardship, LLC since 2004. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering a range of services including discretionary portfolio management and periodic financial updates. The firm emphasizes customized portfolios based on client objectives, tax-efficient ETFs, and provides educational seminars along with Biblically Responsible and Socially Responsible investment options.
Ambra L
Series 65
Overland Park, KS
Sound Stewardship, LLC
Ambra Leibach is a financial advisor with Sound Stewardship, LLC, holding a Series 65 credential and 17 years of industry experience. She has been with Sound Stewardship since 2008. Sound Stewardship serves individual and high-net-worth clients with comprehensive financial planning and wealth management, offering customized portfolios guided by client objectives and Investment Policy Statements. The firm emphasizes tax-efficient ETFs, in-house portfolio management, and provides educational seminars and Biblically Responsible and Socially Responsible investment options.
Derek H
Series 65
Overland Park, KS
Sound Stewardship, LLC
Derek Hensley is a financial advisor at Sound Stewardship, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Sound Stewardship since 2015. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners by providing comprehensive financial planning and discretionary investment management. The firm emphasizes customized portfolios using asset allocation, fundamental and quantitative analysis, and offers both biblically responsible and socially responsible investment options, along with educational seminars and public-speaking workshops.
Joel R
CFP®, Series 65
Overland Park, KS
Sound Stewardship, LLC
Joel Reimer is a CFP® with 12 years of industry experience, currently serving at Sound Stewardship, LLC since 2013. He holds a Series 65 license and is based in Overland Park, KS. Sound Stewardship, LLC provides comprehensive financial planning and wealth management to individual and high-net-worth clients, utilizing a service model focused on annual planning, discretionary portfolio management, and periodic reviews. The firm implements customized portfolios guided by client objectives and emphasizes tax-efficient strategies, educational seminars, and Biblically and Socially Responsible investment options.
Benjamin B
Series 65
Lincoln, NE
Sound Stewardship, LLC
Benjamin Buethe is a financial advisor at Sound Stewardship, LLC in Lincoln, Nebraska, holding a Series 65 credential with five years of industry experience. Prior to joining Sound Stewardship in 2021, he worked at Anderson Auto Group and Nebraska Book Company and operated his own advisory business from 2014 to 2020. Sound Stewardship serves individual and high-net-worth clients, as well as trusts, charitable organizations, and business owners, offering comprehensive financial planning and discretionary investment management. The firm builds customized portfolios with an emphasis on tax-efficient ETFs and offers biblically and socially responsible investing options alongside educational seminars and public-speaking workshops.
Jonathan H
CFP®
Overland Park, KS
Sound Stewardship, LLC
Jonathan Harrison is a CFP® professional with 11 years of experience in financial advising. He has been with Sound Stewardship, LLC since 2015. Sound Stewardship serves individual and high-net-worth clients through comprehensive financial planning and wealth management, offering services such as annual written financial plans, discretionary portfolio management, and third-party money-manager evaluation. The firm uses customized portfolios guided by client objectives and combines fundamental and quantitative analysis with both long- and short-term trading strategies.
Jordan S
CFP®
Overland Park, KS
Sound Stewardship, LLC
Jordan Smith is a CFP® professional with five years of experience at Sound Stewardship, LLC. Prior to joining the firm in 2021, he worked for eScreen, Inc. for ten years. Sound Stewardship serves individual and high-net-worth clients, trusts, charitable organizations, and business owners with comprehensive financial planning and discretionary investment management. The firm offers customized portfolios, tax-efficient ETFs, and portfolio overlays, along with educational seminars and public-speaking workshops.
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