Steward Capital LLC. fees
Financial planner in Bellevue, Washington. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Steward Capital LLC. (Bellevue, WA) charges a flat or project fee of $300 and an annual fee of $3,000-$10,000 for financial planning.
- Website: stewardcapitaladvice.com (opens in new tab)
- Call (425) 818-2231
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Flat or project fee
- $300
Below the Washington median of $3,750; none of the 53 other planners in Washington that publish a flat or project fee charge less. None of the 6 other planners in Bellevue charge less.
“The hourly fee for creating a financial plan or discrete financial planning engagements is $300.”
- Annual fee
- $3,000-
$10,000/yr Runs from below the Washington median of $6,000 to above it.
“The fixed rate for ongoing financial planning services is between $3,000 and $10,000 per year.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 2 employees
- Registered since
- 2016 (10 years)
How Steward Capital LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Fees are charged in arrears upon completion.”
- “Client may terminate the Agreement within five (5) business days of signing, without penalty, and with full refund of the advisor’s fees.”
About Steward Capital LLC.
- Founded: 2015 (11 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, annual planning fees, a percentage of assets under management, and performance based fees
- Clients
- 31
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $60.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 283480 (opens in new tab)
- Phone
- (425) 818-2231
Other planners in Bellevue that publish fees
- Advisia Financial PlanningBellevueHourly $350/hr, Flat $2,800
- Williams 360 Financial Advisory, LLCBellevueHourly up to $250/hr
- Adele Brady Bolson CPA PSBellevueHourly up to $325/hr
- Triangulum Wealth ManagementBellevueHourly $375/hr, Flat $10,000
- Bellevue Asset Management, LLCBellevueHourly $200/hr
- An Irrational Mind, LLCBellevueHourly $250/hr
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.