Stewards Asset Management fees and pricing
Financial planner in Fort Lee, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 10, 2026, Stewards Asset Management charges $250 an hour, a flat or project fee of $1,500-$4,000, and a monthly fee of $150-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fees range from free to $1,000 per seminar, plus travel expenses and preparation costs paid at the standard hourly fee ($250 per hour).”
- Flat or project fee
- $1,500-$4,000
“Comprehensive Financial Planning consists of an upfront charge of $1,500-$4,000 and an ongoing fee that is paid monthly, in advance, at the rate of $150-$500 per month.”
- Monthly fee
- $150-$500/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stewards Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees are paid in arrears on a monthly basis.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears a final pro-rated bill will be issued upon termination of the account.”
How Stewards Asset Management’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,500-$4,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Stewards Asset Management
“Tailored Investment Management Stewards AM offers asset management, financial planning and consulting services, with an emphasis on building portfolios designed to meet the individualized needs of our clients, as well as varied investment and retirement plans for corporate clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2020 (6 years).
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
- Clients
- 11
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, educational seminars and workshops, and other services
- Assets managed
- $789,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310524
- Phone
- (212) 542-0180
Can advise clients in 2 states: California, New Jersey
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/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.