A complete list of active advisors currently associated with The Stewardship Solution

Warmer can help you find a great advisor at The Stewardship Solution or one who fits your needs even better.

The Stewardship Solution advises individuals and high‑net‑worth clients and currently manages roughly $14.8 million across about 71 client relationships. The firm offers both discretionary and non‑discretionary portfolio management, managed account programs, financial planning and consulting, and market‑timing services tailored to individual client needs. Portfolios are structured around asset allocation, dollar‑cost averaging, technical analysis and both short‑ and long‑term trading, with client risk profiles driving investment decisions and periodic reviews. The firm may select or refer clients to third‑party managers (receiving fee shares for such referrals) and uses generative AI tools for administrative tasks while stating that all investment advice and asset‑allocation decisions are delivered personally by the firm. Distinctive operational details include a recent corporate transition—redomesticated from California to Tennessee in 2023 and converted from a sole proprietorship to an LLC in February 2026—and a February 24, 2026 regulatory settlement addressing missing records, delivery of disclosure brochures, and an inaccurate Form ADV (a $2,500 fine). The brochure also discloses that the principal is a licensed insurance agent, the firm recommends specific custodians (Goldman Sachs or Altruist), and it maintains no account minimums — items that may affect conflicts of interest and how the firm’s services compare with peers.

To learn more about the advisors currently working at The Stewardship Solution, 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.

Name	Location	Years of experience
Derrik Hubbard	Germantown, TN	22

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