Stewards Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm reports managing roughly $99 million across more than 600 client relationships and provides portfolio management, written investment policy documentation, and ongoing consulting engagements.
Investment programs are implemented on a discretionary basis and often delivered through a third‑party platform (Orion Portfolio Solutions) and outside strategists, with account objectives and risk tolerances documented in client forms. The firm combines technical and seasonality analysis for security selection with fundamental analysis for planning, and performs periodic account reviews and client reporting at least quarterly.
Distinctive aspects include an unusually high client-to-advisor ratio (over 300 clients per advisor), a regular program of free educational seminars and workshops, and material affiliations with an insurance business where firm personnel spend substantial time and may receive insurance commissions. The brochure discloses these affiliated insurance activities and the firm describes policies and disclosures intended to mitigate related conflicts, and it also highlights use of third‑party managers and ERISA plan consulting as differentiated service lines.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.60% annually Over $1,000,000+: 1.40% annually
$200 per hour (negotiable) for financial planning
Main office
2190 Commons Parkway
Okemos MI 48864
Advisors at this office
2
Most active in
Michigan · North Carolina
Also doing business as
Lifeplan Advisory Services, LLC · Stewards Wealth Planning, 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.
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.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Brian P
Series 65
Okemos, MI
Stewards Wealth Planning, LLC
Brian Pugh is a financial advisor at Stewards Wealth Planning, LLC with three years of industry experience. He holds a Series 65 designation and has worked at LifePlan Financial Design Inc. since 2018, where he is also an insurance agent. Prior to that, he was employed at Hope Network from 2015 to 2018. Stewards Wealth Planning serves individual and high-net-worth clients, offering discretionary asset management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a client-driven investment process with quarterly reviews and uses both technical and fundamental analysis, managing approximately $86 million for over 600 clients.
Michael D
CFP®, Series 65
Okemos, MI
Stewards Wealth Planning, LLC
Michael Douglas is a CFP® with 10 years of industry experience, currently serving as an advisor at Stewards Wealth Planning, LLC. He has been with Stewards Wealth Planning since 2015 and is also involved with LifePlan Financial Design Inc. as an insurance agent. Additionally, he has been associated with Mount Hope Church since 2003. Stewards Wealth Planning serves individual and high-net-worth clients as well as retirement plan sponsors, offering discretionary asset management, financial planning, and ERISA 3(21) fiduciary services. The firm manages approximately $99 million across more than 600 client relationships and employs a combination of technical, seasonality, and fundamental analysis in its investment approach.
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”)