StewardRight
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$68,306,749
Clients
358
Advisors
3
of 3 employees
About
StewardRight provides financial planning, discretionary portfolio management, retirement plan consulting, wrap‑fee account services, and educational seminars to individuals, families, trusts, charitable organizations, retirement plans, and businesses. Its client base includes both high‑net‑worth and non‑HNW individuals, and the firm reports managing about $69.7 million in predominantly discretionary assets.
The firm’s investment approach is grounded in modern portfolio theory and seeks global diversification through a mix of ETFs, no‑load mutual funds, and, when appropriate, annuity products; it describes a more active, tactical management style for larger accounts and a more passive buy‑and‑hold approach for smaller accounts (generally under about $100,000). StewardRight offers multiple planning engagement formats — monthly subscription planning with access to an online portal, fixed‑fee plans, and hourly engagements — and uses interactive scenario planning and regular reviews to adjust client strategies.
Distinctive features disclosed in the brochure include that some investment adviser representatives are licensed insurance agents and may earn commissions on insurance or annuity sales, and the firm serves as a co‑advisor on an SEI‑managed wrap ETF program. The firm also discloses an affiliation with a non‑investment consulting entity and a fee‑sharing arrangement with a CPA that shares office space, arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Fee options
One-time fixed fees ranging from $1,500 to $5,000 or more depending on scope
$0 - $500,000: 1.75% $500,001 - $1,000,000: 1.50% $1,000,001+: 1.25%
$350/Hour for CFP®, $275/Hour for Financial Advisor, $150/Hour for Paraplanner, $75/Hour for Administrative staff
Monthly financial planning subscription fees range from $100/month to $1,000/month or more depending on scope and complexity
Account minimum: $25,000
Main office
515 S Main St, Suite 103
Wichita KS 67202
Advisors at this office
3
Most active in
Colorado · Kansas · Texas
Also doing business as
Leading Edge Financial Planning · Leading Edge Financial Planning, LLC · Stewardright · Stewardright 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 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
Quick links
Advisors at this firm
Lyndon Z
CFP®, Series 65
Wichita, KS
StewardRight
Lyndon Zielke is a CFP® with seven years of industry experience, currently serving at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC and Leading Edge Financial Planning, LLC, each since 2019, and experience at VIAVI Solutions and Aeroflex Wichita. Outside of financial advising, he is co-owner of Eighth Wonder, LLC, a commercial real estate holding. StewardRight offers financial planning, discretionary portfolio management, retirement plan consulting, and educational seminars to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in mainly discretionary assets, employing a globally diversified investment approach that combines passive and tactical strategies depending on account size.
Bryan L
Series 65
Wichita, KS
StewardRight
Bryan Looper is a financial advisor with StewardRight based in Wichita, KS. He holds a Series 65 designation and has six years of industry experience. Looper has held roles at Leading Edge Growth, LLC and TERM Hedging and Consulting, Inc., among others, and serves with Archuleta School District 50 Jt. since 2008. Outside of his advisory work, he owns Bronco Energy, LLC, a real estate business in Colorado. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to a diverse client base including individuals, families, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using ETFs, mutual funds, and annuity products, offering both tactical and passive strategies tailored to account size.
Michael P
CFP®, Series 63
Wichita, KS
StewardRight
Michael Proctor is a CFP® with 15 years of industry experience, currently serving as a financial advisor at StewardRight in Wichita, KS. His prior roles include positions at Leading Edge Growth, LLC, Leading Edge Financial Planning, LLC, and Northwestern Mutual Investment Management. Outside of his advisory work, he is a City Council Member for Bel Aire, KS, and serves as President of the Wichita Estate Planning Council. StewardRight provides financial planning, discretionary portfolio management, and retirement plan consulting to individuals, families, trusts, charitable organizations, and businesses. The firm manages approximately $69.7 million in predominantly discretionary assets, employing an investment approach based on modern portfolio theory with global diversification and tailoring management style based on account size.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)