PlannerFees

Stewardright fees and pricing

Financial planner in Wichita, Kansas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 9, 2026, Stewardright charges a flat or project fee of $1,500⁠-⁠$5,000 and a monthly fee of $100⁠-⁠$1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 9, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,500⁠-⁠$5,000
“One-time fees for a single event engagement such as doing one financial plan as a deliverable may range from $1,500 to $5,000 or more depending on the scope of the engagement, and such fees are negotiable.”
Monthly fee
$100⁠-⁠$1,000/mo
“Monthly fees may range from $100 per month to $1,000 per month or more depending on the scope and complexity of the planning services being rendered.”

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

How Stewardright bills

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

  • “The ongoing monthly subscription fees for each period of service are billed in arrears.”
  • “Each monthly invoice will include the amount due and will be sent electronically shortly after the service period with a payment portal for ease of payment.”
  • “Payment is due upon receipt of the invoice.”

How Stewardright’s fees compare

  • Its flat or project fee of $1,500-$5,000 spans the Kansas median of $3,500. 47% of the 43 other Kansas planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Wichita that publish a flat or project fee charge less.

About Stewardright

“StewardRight offers and specializes in financial planning services. Generally, an initial meeting is held to assess options for moving forward in the selection of the appropriate structure of the proposed financial planning engagement. 4 We offer three forms of financial planning, which include: a.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

  • Estate planning
  • Cash flow and budgeting

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
1.75% a year
Clients
358
Employees
3
Works with
Individuals, high net worth individuals, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$69,720,732
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
287644
Website
instagram.com/stewardrightict (opens in new tab)
Phone
(316) 768-7526

Can advise clients in 3 states: Colorado, Kansas, Texas

Other planners in Wichita that publish fees

Compare all 14 planners in Wichita

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.