Stewards Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,019,070
Clients
61
Advisors
2
of 2 employees
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
Expertise
Demographic focus
Fee options
$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%
Consulting fees: $150 - $200 per hour; Tax preparation: $150 per hour
Account minimum: $500,000 Minimum fee: $6,250 annually, negotiable Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office
Marion IA
Advisors at this office
2
Most active in
Iowa · New Jersey · Pennsylvania · Texas
Also doing business as
Lifespring Wealth Management, LLC · Stewards Advisory Services
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
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.
John J
CFP®, Series 65
Marion, IA
Stewards Advisory Services
John Jackson is a CFP® with four years of industry experience, currently serving as a financial advisor at Stewards Advisory Services in Marion, Iowa. Prior to joining Stewards, he held roles at MSG Networks and worked in education and media-related positions. Stewards Advisory Services is a fee-only registered investment adviser working with individuals, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm follows a fiduciary approach that combines passive mutual funds and ETFs with selective active management, and it emphasizes a Christian, biblical stewardship perspective in client service.
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