Maguire Stewardship Partners fees and pricing
Financial planner in Allen, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Maguire Stewardship Partners charges a flat or project fee of $1,000-$5,000 and a monthly fee of $100-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000-$5,000
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $1,000.00 - $5,000.00 and an ongoing fee that is paid monthly, in arrears, at the rate of $100.00 - $500.00 per month.”
- Monthly fee
- $100-$500/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Maguire Stewardship Partners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 days' calendar days in advance.”
How Maguire Stewardship Partners’ fees compare
- Its flat or project fee of $1,000-$5,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Allen that publish a flat or project fee charge less.
About Maguire Stewardship Partners
- Principal: Philip Maguire
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2020 (6 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
- 1.25% a year
- Clients
- 96
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17,841,323
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 309782
- Phone
- (817) 228-4043
Other planners in Allen that publish fees
- Cadence Financial Advisors, LLCAllen$1,500-$5,000, $150-$500/mo
- High Flight Financial LLCAllen$200-$400/hr
- Money Calculus LLCAllen$300/hr
- Monument Retirement & Wealth Advisory, LLCAllen$100-$2,500
- Think Different Wealth Advisors LLCAllen$250-$500/hr, $1,000-$5,000
- Velaga AdvisorsAllen$300/hr, $3,000-$5,000
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.