Stewardship Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Financial Planning serves individuals, businesses, charitable organizations, trusts and estates with comprehensive financial planning and investment advice, including retirement planning, asset allocation, college funding, insurance analysis, budgeting and other tailored advice. The firm also offers trustee and executor services and advice on unique or complex client situations.
The firm customizes recommendations through client interviews and questionnaires and implements a multi-bucket, long-term buy-and-hold approach that emphasizes diversification and periodic rebalancing. Investments are limited to no‑load mutual funds, ETFs, FDIC-insured CDs and Treasury securities, and clients may choose discretionary or non‑discretionary engagement—Stewardship primarily manages assets on a non‑discretionary basis so clients retain trade approval.
Stewardship’s business model is atypical among peers in that it charges flat, fixed fees rather than percentage‑of‑assets fees and bills clients directly rather than deducting fees from accounts. It also stands out for providing trustee roles that create custody responsibilities and for its limited product menu and explicit avoidance of commissions or product sales.
Client services
Expertise
Fee options
Flat fees for one-time project work typically ranging from $2,000 to $6,000; annual retainer fees from $2,000 to $5,000 billed quarterly; initial two-hour work session at $800 minimum, subsequent sessions $975
Hourly work charged at $290 per hour, billed in 15-minute increments
Minimum fee: Initial two-hour work session minimum fee of $800 Fee-only: Flat fees ranging from $2,000 to $6,000 for one-time projects; annual retainer fees from $2,000 to $5,000 billed quarterly; hourly rate fees at $290/hour billed in 15-minute increments; initial two-hour work session for $800, subsequent sessions $975; transfer fees $200 for first account, $100 for each additional transfer
Main office
660 White Plains Road, Suite 510
Tarrytown NY 10591
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Stewardship Financial Planning · Stewardship Financial Planning, Inc. · Stewardship Financial Services · Stewardship Financial Services, Inc.
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:
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not 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.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")