Capital Stewards, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Workshops are billed at a flat rate of $1,500 per session.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Capital Stewards, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In cases where clients receive one-time financial planning only, clients are billed a flat rate for their financial planning workshop.”
• “The monthly fee applicable for your situation will be agreed upon and disclosed in advance.”
• “Clients may terminate the agreement without penalty, for full refund of CSL’s fees, within five business days of signing the Financial Planning Agreement.”

How Capital Stewards, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Alabama median of $5,075. 17% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in Huntsville that publish a flat or project fee charge less.

About Capital Stewards, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

11

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$11,706,527

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

315761

Website

twitter.com/capitalsteward (opens in new tab)

Phone

(256) 864-3399

Can advise clients in 3 states: Alabama, Georgia, Tennessee

Other planners in Huntsville that publish fees

• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Infinity Tax & Financial PlanningHuntsville$150⁠-⁠$500/hr, $250⁠-⁠$5,000
• Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
• Planalto FinancialHuntsville$150/hr, $2,400⁠-⁠$5,000

Compare all 15 planners in Huntsville