PlannerFees

Steward Advisors Group, LLC fees and pricing

Financial planner in Halfmoon, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Steward Advisors Group, LLC charges $250 an hour and a flat or project fee of $1,500⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“For projects outside the scope of or in addition to the investment advisory fees defined above, a standard hourly rate of $250-800 per hour may be charged.”
Flat or project fee
$1,500⁠-⁠$7,500
“Financial Planning and Consulting fees will be charged as an hourly fee, typically ranging from $250 to $800 per hour, or on a flat fee ranging from $1,500 to $7,500, depending on the nature and complexity of each client’s circumstances, and the advisor on their account.”

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

How Steward Advisors Group, LLC bills

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

  • “Sub-Advisory fees are charged in arrears at the beginning of each calendar quarter based upon an average daily balance.”
  • “An initial deposit equal to one-half of the agreed upon fee is payable at the time of entering into an agreement, with the remaining balance due upon presentation of a completed plan to the client.”
  • “In no case will more than $1,500 be collected from the client more than 6 months in advance.”

How Steward Advisors Group, LLC’s fees compare

  • Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$7,500 spans the New York median of $4,500. 49% of the 251 other New York planners that publish a flat or project fee charge less.

About Steward Advisors Group, LLC

“We provide discretionary investment advisory and financial planning services to our clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Donald E. Simmons
  • Firm size: 11 employees.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

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
1.65% a year
Clients
109
Employees
11
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed
$105,372,244
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
321846
Website
linkedin.com/company/steward-advisors-group (opens in new tab)
Phone
(518) 406-5624

Can advise clients in 10 states: Arizona, California, Florida, Georgia, Illinois, New Hampshire, New York, South Carolina, Texas, Washington

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