Stewardship Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Financial provides financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients, including high-net-worth households and small businesses. The firm also offers periodic educational workshops and may coordinate implementation with institutional investment managers when appropriate.
The firm combines fundamental and quantitative analysis within a broadly diversified, long-term framework, and employs both active and passive strategies depending on client objectives. Portfolios can include traditional equities and fixed income as well as alternative exposures accessed through ETFs and structured products, and the firm manages accounts on discretionary and nondiscretionary bases with periodic reviews.
What sets Stewardship Financial apart from many peers is its network of affiliated businesses that extend beyond advisory services — including an insurance agency, mortgage and real estate entities, and a planning/ document-preparation affiliate — and its licensed representatives’ ability to place insurance and coordinate real estate or mortgage services. These affiliations introduce additional service options and potential referral pathways that the firm discloses and manages as part of its conflict-of-interest policies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed project-based financial planning fees ranging from $500 to $10,000
$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Ongoing financial planning monthly fee of $189; $189/month planning fee for smaller accounts (<$200,000)
Account minimum: $200,000 Fee-only: Project-based financial planning fees range from $500 to $10,000 (most between $1,000 and $2,500); ongoing financial planning monthly fee $189; additional $189/month planning fee for clients with less than $200,000 AUM
Main office
1094 S Gilbert Rd #210
Gilbert AZ 85296
Advisors at this office
3
Most active in
Arizona · California · Texas
Also doing business as
Illuminate Financial Planning · Stewardship Financial · The Illuminate Group, 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jake N
Series 66
Gilbert, AZ
Stewardship Financial
Jake Norton is a financial advisor at Stewardship Financial in Gilbert, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Stewardship Planning, LLC and Stewardship Financial since 2015. Outside of his advisory role, Norton is an independent insurance agent and oversees legal document preparation services offered through his firm. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a long-term, diversified investment approach using both active and passive strategies and coordinates with institutional third-party managers.
Brian R
CFP®, Series 65
Gilbert, AZ
Stewardship Financial
Brian Ream is a CFP® with three years of experience at Stewardship Financial in Gilbert, AZ. He has worked with Stewardship Mortgage LLC in two separate periods totaling over a decade. His credentials include the Series 65 license. Stewardship Financial serves individual clients, including high-net-worth households, and small businesses by providing comprehensive financial planning, portfolio management, and retirement plan consulting. The firm employs a blended fundamental and quantitative investment approach within a diversified, long-term asset allocation framework and is known for its affiliated businesses offering insurance and real estate services alongside advisory work.
Grant B
Series 65
Gilbert, AZ
Stewardship Financial
Grant Botma is a Series 65-licensed financial advisor at Stewardship Financial with seven years of industry experience. He has held leadership roles in several affiliated businesses, including ownership and presidency positions in mortgage, insurance, software, and educational services. Botma also creates online courses and provides coaching through Grant Botma Productions LLC. Stewardship Financial offers financial planning, portfolio management, retirement-plan consulting, and investment consultation primarily to individual clients and small businesses. The firm employs a mixed active and passive investment approach across diversified portfolios and coordinates services through a network of affiliated entities in insurance, mortgage, and real estate.
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