Entrusted Stewardship LLC fees
Financial planner in Holland, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 27, 2026, Entrusted Stewardship LLC (Holland, MI) charges $400 an hour, a flat or project fee of $3,000-$5,000, and a monthly fee of $199 for financial planning.
- Website: entrustedstewardship.com (opens in new tab)
- Call (909) 296-0897
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the Michigan median of $250; 85% of the 78 other planners in Michigan that publish an hourly rate charge less. All 3 other planners in Holland charge less.
“Financial Planning engagements are offered at an hourly rate of $400 per hour, depending on complexity.”
- Flat or project fee
- $3,000-
$5,000 Runs from below the Michigan median of $3,875 to above it.
“The fixed fee can range between $3,000 and $5,000.”
- Monthly fee
- $199/mo
“Ongoing Financial Planning consists of an upfront charge of $699.99 and an ongoing fee that is paid monthly, in arrears, at the rate of $199 per month.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Entrusted Stewardship LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee may be negotiable in certain cases.”
- “Fees for this service may be paid by electronic funds transfer or check.”
- “Upon termination of the agreement, the fee will be prorated through the effective date of termination.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and monthly planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 27, 2026
- CRD number
- 343671 (opens in new tab)
- Phone
- (909) 296-0897
Other planners in Holland that publish fees
- 320 Life Financial PlanningHollandHourly $250/hr
- Bowen Financial Planning LLCHollandHourly $90/hr
- CapTrust Wealth AdvisorsHollandAnnual $1,500-$20,000/yr
- S.A. Mason, LLCHollandHourly $150-$300/hr, Flat $2,000-$50,000
More planners in Michigan that publish fees
- Coriander Financial Group LLCAnn ArborHourly $300/hr
- Summit Wealth Strategies Group, LLCBrightonHourly $200/hr
- Breakwater CapitalKalamazooHourly $100-$250/hr
- ValueFirst Planning LLCShelby TownshipFlat $1,250
- Haverdink Financial Management, LLCPortageHourly $150/hr
- Autumn Financial Advisors, LLCPlymouthHourly $300/hr, Flat $1,500-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.