Family Steward Wealth Consulting® fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“These services are billed either on an hourly basis at $350/hour or on a flat fee basis that typically ranges from $2,500 to $50,000, depending on the complexity, type, and staff support required to render the desired service.”

Flat or project fee

$2,500⁠-⁠$50,000

From the same sentence as above.

Quarterly fee

$150⁠-⁠$625/qtr

“Negotiated retainer planning fee of $150/quarter, $195/quarter, or $625/quarter”

Annual fee

$15,000/yr

“Our minimum fee is $15,000/year ($3,750/quarterly).”

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

How Family Steward Wealth Consulting® bills

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

• “The fee is prorated for the actual number of days in the quarter and is normally deducted from the client's account but may be paid directly by the client if desired.”
• “If your Winners Circle Wealth Consulting Program™ account is established or closed during the middle of a quarter, you will pay a prorated portion of the advisory fee based on the number of days the account was under FSWC's management.”
• “Additions made to your account during the quarter may be charged a prorated fee for the number of days remaining in the quarter that the addition was deposited in your account.”

How Family Steward Wealth Consulting®’s fees compare

• Its hourly rate of $350 is above the Florida median of $288. 65% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$50,000 spans the Florida median of $4,900. 96% of the 320 other Florida planners that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Florida median of $4,800. 81% of the 97 other Florida planners that publish an annual fee charge less.

About Family Steward Wealth Consulting®

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Estate planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.55% a year

Minimum

$15,000 minimum fee (stated in brochure)

Clients

63

Employees

2

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$105,078,046

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

130406

Phone

(561) 624-3210

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

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