Steward Financial Services, LLC fees and pricing
Financial planner in Salt Lake City, Utah. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 13, 2026, Steward Financial Services, LLC charges $150 an hour 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.
- Hourly rate
- $150/hr
“The Advisor’s hourly fee will be billed at a rate of $150 and is non-negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Steward Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Plan Sponsors will receive an invoice from Steward that includes the fee billed and the fee calculation.”
- “Hourly fee-based clients are billed monthly for work performed during the preceding month.”
- “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to the client.”
How Steward Financial Services, LLC’s fees compare
- Its hourly rate of $150 is below the Utah median of $200. 9% of the 78 other Utah planners that publish an hourly rate charge less.
- 2 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
About Steward Financial Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 543
- Employees
- 1
- 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 pension consulting
- Assets managed
- $61,605,459
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153609
- Phone
- (801) 716-2596
Can advise clients in 4 states: California, Idaho, Utah, Wyoming
Other planners in Salt Lake City that publish fees
- Abacus Investment AdvisorsSalt Lake City$100/hr
- Albion Financial GroupSalt Lake City$250-$500/hr, $2,500-$50,000
- Black Salt Advisors LLCSalt Lake City$250/hr, $250/mo
- Cottonwood Asset Management LLCSalt Lake City$125/hr
- Cottonwood Wealth Strategies, LLCSalt Lake City$20,000/yr
- Crewe AdvisorsSalt Lake City$6,000-$150,000
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.