PlannerFees

Financial Steward Associates, LLC fees and pricing

Financial planner in Boulder, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 17, 2026, Financial Steward Associates, LLC charges $350 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“Hourly fees are $350/hour.”
Flat or project fee
$10,000
“The fixed fees range will not exceed $10,000.”

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

How Financial Steward Associates, LLC bills

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

  • “The Firm will require an initial deposit of $500 to initiate services and then fees are billed as services are rendered.”
  • “Upon termination, fees will be prorated to the date of termination and any earned portion of the fee will be billed to you based on the hours that our firm has spent on creating your financial plan prior to termination.”
  • “You will be billed monthly as services are rendered.”

How Financial Steward Associates, LLC’s fees compare

  • Its hourly rate of $350 is above the Colorado median of $300. 66% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 10 of the 13 other planners in Boulder that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Colorado median of $5,250. 78% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 7 of the 9 other planners in Boulder that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Financial Steward Associates, LLC

“With the unique goals and circumstances of each family in mind, our team will offer financial planning ideas and strategies to address the client’s holistic financial picture, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
3
Services reported to regulators
Financial planning and other services
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
110594
Website
financialstewardassociates.com (opens in new tab)
Phone
(303) 444-5440

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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.