Steward Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$61,605,459
Clients
543
2% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
543
Very HighAverage account size
$113,454
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
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Income planning
Active portfolio management
Occupation focus
Founder/Business Owner
Retired
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 location
Steward Financial Services, LLC
5675 South Redwood Road, Unit 11
Salt Lake City UT 84123, United States
Number of offices
1
Most active in
Steward Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Texas · Utah · Wyoming
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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