Stewardship Advisors, LLC fees and pricing
Financial planner in Mount Joy, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 16, 2026, Stewardship Advisors, LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“We offer both plan consultation and our internal portfolio management services on a fixed fee basis; typically, ranging from $500 up to $10,000 for more extensive engagements.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stewardship Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our fees are negotiable, with the final determination to be made by the firm.”
- “Fees may be paid to our firm by check or draft from US-based financial institutions.”
- “Fees are charged in advance; see Termination of Services below for our policy on refunding fees.”
How Stewardship Advisors, LLC’s fees compare
- Its flat or project fee of $500 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
About Stewardship Advisors, LLC
- Firm size: 15 employees.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- 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
- 2% a year
- Clients
- 674
- Employees
- 15
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops
- Assets managed
- $545,180,460
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 277099
- Phone
- (717) 492-4787
Can advise clients in 3 states: Florida, Pennsylvania, Texas
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/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.