Stewart Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$343,000
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$85,750
About
The firm provides discretionary asset management and financial planning and consulting services to individuals, high‑net‑worth individuals, charitable organizations and business entities, and generally charges clients on a percentage‑of‑assets basis while imposing no account minimums. Although these are common offerings for independent advisers, the firm currently manages roughly $343,000 across four client accounts, reflecting a very small and concentrated client base.
The firm typically operates with full discretionary trading authority and uses a mix of analytical methods — including fundamental, technical, charting, cyclical analysis, and Monte Carlo planning — to set allocations and evaluate retirement scenarios. It may implement more active strategies such as options and margin trading, subscribes to third‑party model portfolios through a model marketplace, and may engage sub‑advisors to execute portions of client portfolios.
Noteworthy differences from many peers include the firm’s very small scale and the principal’s substantial outside insurance activity (approximately half of his time), which creates potential conflicts of interest due to insurance commissions. The firm also maintains an institutional relationship with its custodian/platform that provides technology and support tied to asset thresholds and may result in additional platform or model fees borne by clients.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Income planning
Tax strategies for small businesses
Fee options
Financial planning services flat fee negotiable between $500 and $2,000
Up to $500,000 - $500,000: 2.15% annually $500,001 - $1,000,000: 1.9% annually $1,000,001 - $5,000,000: 1.5% annually $5,000,001 - $10,000,000: 1.0% annually Over $10,000,000+: 0.75% annually
Investment Advisor Representatives receive commissions from insurance product sales
Financial planning services hourly fee: $150 per hour
Fee-only: Hourly financial planning fee: $150 per hour; Fixed financial planning fee: negotiable between $500 and $2,000
Main office location
Stewart Wealth Management, LLC
999 Vanderbilt Beach Rd, Suite 200
Naples FL 34108, United States
Number of offices
2
Most active in
Stewart Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
-
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
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")