A complete list of active advisors currently associated with Stewart Wealth Management, LLC

Warmer can help you find a great advisor at Stewart Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Stewart Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.