Stewardship Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$309,071,000
Clients
530
Advisors
4
of 17 employees
About
Stewardship Advisory Group works with individuals (including high‑net‑worth clients), trusts, estates, charities and employer‑sponsored retirement plans, offering comprehensive wealth management, investment management, bundled financial planning and referrals to third‑party managers. The firm reports roughly $322 million in discretionary assets under management and a small advisory team that also provides ERISA plan services and sub‑advisory solutions.
The firm’s process uses written risk profiles to tailor portfolios and may employ multi‑manager Unified Managed Account (UMA) strategies, model portfolios and third‑party managers, with ongoing account review and coordination with clients’ attorneys and tax professionals. Stewardship emphasizes values‑based investing—maintaining Biblically Responsible Investing models and offering public seminars and workshops through an affiliate that focuses on family legacy, charitable giving and stewardship for donors and nonprofit constituencies.
Notable operational features that distinguish the firm from many peers include advisory representatives who are dually registered and are transitioning some business to an affiliated broker‑dealer/RIAs platform, and multiple advisors who also hold insurance licenses and may offer fixed insurance and annuity products in addition to advisory services. The brochure discloses a historical regulatory event involving an affiliate (a 2010 fine for non‑approved client communications) and describes use of third‑party technology and referral arrangements that can create additional conflicts of interest.
Client services
Expertise
Demographic focus
Fee options
Fixed fees for specific modules in Comprehensive Wealth Management and Consultation services (e.g., $2,500 Retirement Planning Analysis, $1,000 Investment Analysis).
$0 - $500,000: 1.5% $500,000 - $2,000,000: 1.3% $2,000,000 - $5,000,000: 1.05% $5,000,000+: 0.80%
Advisory representatives may receive insurance commissions and related compensation if clients purchase insurance products; also receive solicitor fees and other referral-based compensation.
Hourly rate between $200 to $450 depending upon complexity of services.
Minimum fee: Comprehensive Wealth Management service project fees ranging from $500 to $6,750 per module or package; fees for Investment Management may be negotiable based on prior relationships and account holdings. Fee-only: Comprehensive Wealth Management and Consultation project fees as listed (e.g., $2,500 for Retirement Planning Analysis, $5,000 for Comprehensive Plan); hourly rate $200 - $450 per hour.
Main office
17011 S.R. 50, Suite 203
Clermont FL 34711
Advisors at this office
4
Most active in
Alabama · Arizona · California · Colorado · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Kentucky · Maine · Maryland · Massachusetts · Minnesota · Missouri · Montana · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wyoming
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
Advisors at this firm
Joseph V
CFP®, Series 66
Clermont, FL
Stewardship Advisory Group, LLC
Joseph Veasey is a CFP® professional with 11 years of industry experience. He is an advisor at Stewardship Advisory Group, LLC in Clermont, FL, and has held roles at several firms including United Planners' Financial Services and AE Wealth Management. Veasey is also involved in Stewardship Legacy Coaching, providing services related to family and business legacy planning. Additionally, he serves as a trustee for Redeemer Orthodox Presbyterian Church. Stewardship Advisory Group offers wealth management and investment services to individuals, trusts, estates, charities, and retirement plans. The firm uses written risk profiles to tailor portfolios and employs multi-manager strategies, with a focus on values-based investing and stewardship through public seminars and workshops.
Joseph M
CFP®, Series 63, Series 65
Clermont, FL
Stewardship Advisory Group, LLC
Joseph Morson is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Stewardship Advisory Group, LLC. He has held roles at Life Values Financial since 2003 and has longstanding involvement with multiple Catholic churches as an accompanist. His background includes work with United Planners' Financial Services and OneAscent Financial Services. Stewardship Advisory Group provides wealth management and investment services to individuals, trusts, estates, charities, and retirement plans, managing approximately $322 million in discretionary assets. The firm uses written risk profiles to tailor portfolios and offers values-based investing with a focus on Biblically Responsible Investing through seminars and workshops.
Jeffrey R
Series 63, Series 65
Clermont, FL
Stewardship Advisory Group, LLC
Jeffrey Rogers is a financial advisor with Stewardship Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held leadership roles in multiple affiliated entities since the early 2000s, including founding Stewardship Legacy Coaching, which focuses on family and business legacy stewardship. Rogers is also an author, speaker, and serves on the board of Compass-Finances God's Way of Central Florida, a nonprofit promoting faith-based financial principles. Stewardship Advisory Group serves individuals, trusts, estates, charities, and retirement plans with comprehensive wealth and investment management, employing written risk profiles and multi-manager strategies that include Biblically Responsible Investing models.
Nicholas E
CFP®, Series 66
Clermont, FL
Stewardship Advisory Group, LLC
Nicholas Ellison is a CFP® professional with seven years of experience in financial advisory. He is affiliated with Stewardship Advisory Group, LLC and has previously worked with firms including OneAscent Financial Solutions, Cornerstone Wealth Management, and HSC Wealth Advisors. Outside of advisory services, he is involved with Stewardship Legacy Coaching, LLC, providing coaching on family and business legacy stewardship. Stewardship Advisory Group serves individuals, high-net-worth clients, trusts, estates, charities, and employer-sponsored retirement plans, offering comprehensive wealth management, investment management, and financial planning. The firm employs written risk profiles to tailor portfolios and uses multi-manager UMA strategies, model portfolios, and third-party managers, with an emphasis on values-based investing including Biblically Responsible Investing models.
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”)