Stewardship Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewardship Wealth Advisors works with individual investors, high-net-worth clients, and charitable organizations, providing fee-based financial planning, discretionary portfolio management, and retirement-plan advisory services. The firm offers both one-time and ongoing financial planning and supports implementation through custodial platforms and third-party providers.
The firm’s investment process is grounded in Modern Portfolio Theory and documented investment policy statements; it accepts discretionary authority to manage client accounts, monitors portfolios regularly, and provides periodic written reports and client check-ins. Stewardship also uses the AssetMark platform for some managed accounts and runs educational seminars and workshops for clients; those sessions are presented as general education and are typically offered without charge.
Notable differences from many peers include the firm’s regular seminars and workshops (a service relatively uncommon among supported firms) and an affiliation with insurance products: the firm’s principal is a licensed insurance agent who occasionally offers commissioned insurance solutions and discloses that relationship to clients. Stewardship also provides ERISA plan services that can include full discretionary 3(38) investment-manager responsibilities, and operates with a small advisory team overseeing roughly $93 million in client assets.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $1,500,000: 0.95% $1,500,001 - $2,000,000: 0.90% $2,000,001 - $4,000,000: 0.85% $4,000,001 - $6,000,000: 0.80% Over $6,000,000+: 0.75%
Managing Member also an insurance agent earning commissions for insurance products sold
Account minimum: $425,000 Fee-only: Initial one-time financial planning fees negotiable fixed fee between $250 and $2,000; ongoing financial planning fees negotiable flat fee between $1,000 and $4,000 annually
Main office
1440 E. Missouri Avenue, Suite C115
Phoenix AZ 85014
Advisors at this office
1
Most active in
Arizona · Texas
Also doing business as
Stewardship For Life, Inc. · Stewardship Wealth Advisors
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:
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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.
Forms ADV
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