Steward Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Steward Financial Services, LLC provides advisory and non‑advisory services to individuals, charities, trusts, business entities and pension/profit‑sharing plans. Services include discretionary portfolio management, standalone financial planning, pension consulting for plan sponsors, participant fiduciary advice within qualified retirement plans, and evaluations of plan service providers.
The firm manages portfolios on a customized basis, combining tactical asset allocation with passive investing and using both fundamental and technical analysis to inform decisions. It employs a broad range of instruments — including mutual funds, equities, fixed income, options and variable insurance products — and may use cash positions, sector tilts or rebalancing to manage risk and pursue client objectives.
Unlike many solo independent advisers, Steward explicitly offers pension consulting and participant‑level fiduciary advice and conducts formal evaluations of plan recordkeeping and fiduciary compliance. The firm’s principal is licensed to sell insurance and receives commissions for insurance product sales and estate‑planning referral fees, which the brochure discloses as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$150 per hour
Main office
5675 South Redwood Road, Unit 11
Salt Lake City UT 84123
Advisors at this office
1
Most active in
California · Idaho · Texas · Utah · Wyoming
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
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