PlannerFees

Simply Steward fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Simply Steward charges a flat or project fee of $3,600⁠-⁠$5,500 and an annual fee of $3,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$3,600⁠-⁠$5,500
“Ongoing Financial Planning Fee: the Ongoing Financial Planning Fee is an annual financial planning fee, paid quarterly, generally ranging from $3,600 to $5,500, but subject to custom pricing for more complicated planning situations or multi-generational wealth planning needs.”
Annual fee
$3,600/yr
“Accumulation Phase (building a portfolio): $3,600 annual planning fee”

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

How Simply Steward bills

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

  • “Billing The written agreement between Simply Steward and a client establishes how fees are billed.”
  • “We do not bill more than $500 six months in advance.”
  • “Investment advisory fees are paid quarterly, in advance based on the market value of the accounts as of the end of the prior billing quarter.”

How Simply Steward’s fees compare

  • Its flat or project fee of $3,600-$5,500 spans the Colorado median of $5,250. 43% of the 214 other Colorado planners that publish a flat or project fee charge less.
  • 1 of the 3 other planners in Centennial that publish a flat or project fee charge less.
  • Its annual fee of $3,600 is below the Colorado median of $7,750. 18% of the 57 other Colorado planners that publish an annual fee charge less.

About Simply Steward

“Simply Steward is a fee-only financial planning firm that provides comprehensive personal financial planning and investment management to individuals and families, especially those individuals and families that own small businesses or are nearing retirement (“financial independence”).”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and CPA.
  • Founded: 2017 (9 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Insurance analysis
  • Cash flow and budgeting

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
0.6% a year
Clients
35
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$35,017,640
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
287771
Website
instagram.com/simplysteward (opens in new tab)
Phone
(303) 418-8116

Other planners in Centennial that publish fees

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