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Stewards Advisory Services

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Client assets under management

$62,019,070

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Clients

61

46% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

31

Low

Average account size

$1,016,706

About

Stewards Advisory Services is a fee-only registered investment adviser serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations and small businesses. The firm provides discretionary portfolio management, comprehensive financial planning, consulting and in‑house tax preparation, and does not accept commissions or sell financial products.

Operating as a fiduciary, Stewards implements strategic asset allocation with passive mutual funds and ETFs as the core holdings while selectively adding active managers where appropriate; client goals are documented in investment policy statements and accounts are reviewed and reported regularly. The firm uses institutional research tools (including Dimensional Fund Advisors resources and ETF information), relies on custodian reporting for quarterly statements, and trades under a limited power of attorney for discretionary management.

What distinguishes Stewards Advisory Services is its explicit focus on serving clients from a Christian, biblical stewardship perspective and its willingness to negotiate account terms for clients in full‑time ministry or with charitable intent. The firm also maintains in‑house tax preparation services, leaves proxy voting to clients rather than voting on their behalf, and manages roughly $128 million of discretionary assets across two advisors for about 61 client relationships.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)

Demographic focus

Christian Faith Based

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Fee options

Percentage

$0 - $999,999.99: 1.25% $1,000,000 - $1,999,999.99: 1.00% $2,000,000 - $4,999,999.99: 0.80% $5,000,000+: 0.50%

Project-based

Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour

Other

Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Main office location

Stewards Advisory Services

Marion IA, United States

Number of offices

2

Most active in

More info

Iowa · New Jersey · Pennsylvania · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 319-229-7439

Advisors at this firm

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user avatar

Andrew T

CFP®

Marion, IA

Stewards Advisory Services

Andrew Tuecke is a CFP® professional with 17 years of experience in financial advising. He has been with Stewards Advisory Services, formerly Lifespring Wealth Management LLC, since 2018 and previously worked at Believers Stewardship Services, Inc. from 2001 to 2020. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passively managed mutual funds and ETFs, complemented by select active funds, and serves clients with a faith-based orientation and specialized policies for ministry and charitable clients.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Christian Faith Based
user avatar

John J

CFP®, Series 65

Marion, IA

Stewards Advisory Services

John Jackson is a CFP® professional with four years of industry experience, currently serving at Stewards Advisory Services in Marion, Iowa. His background includes roles in wealth management as well as positions in media and education. Outside of financial advising, he has been involved with School Ministries. Stewards Advisory Services provides fee-only financial planning and discretionary investment management to individuals, trusts, estates, charitable organizations, and small businesses, with a focus on biblical stewardship. The firm employs a strategic asset allocation approach using primarily passive mutual funds and ETFs, complemented by selective active funds, and offers additional services such as tax preparation and consulting.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Christian Faith Based
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