Steward Inc. fees and pricing

Financial planner in Washington, District of Columbia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 11, 2026, Steward Inc. charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “Steward oﬀers its single integrated service, including investment management and advanced financial planning, on an annual flat fee of $5,000 plus a fee based upon assets under management that scales down as client’s assets grow, billed quarterly, in arrears.”

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

“Our fee is based on a mutually agreed upon set of services and schedule of delivery and is paid in arrears.”
“Steward’s fees will be calculated on a quarterly basis, in arrears.”
“Alternatively, Steward may invoice clients directly for portfolio management fees.”

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: 0.5% a year
Minimum: $7,500 minimum fee (stated in brochure)
Clients: 38
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $66,369,028
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 314340
Website: x.com/OurSteward (opens in new tab)
Phone: (917) 547-3227

Is something on this page wrong or out of date?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.