Stewart Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
999 Vanderbilt Beach Rd, Suite 200
Naples FL 34108
Advisors at this office
1
Most active in
Florida · Virginia
Also doing business as
Stewart Wealth Advisors · Stewart Wealth Management LLC · Stewart Wealth Management Of Va, LLC · Stewart Wealth Management, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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