Stewardship Advisory Group, LLC fees and pricing
Financial planner in Clermont, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 1, 2026, Stewardship Advisory Group, LLC charges $200-$450 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$450/hr
“Project fees are listed above. 9 Alternatively, we may perform services based upon the Firm’s hourly rate of $200 - $450, depending upon the complexities of services and agreed upon at the time of engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stewardship Advisory Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Otherwise, fees may be payable in two payments, a retainer equal to one-half the proposed project fee with the balance due upon the delivery of services.”
- “We do not collect fees in advance for services to be performed over more than six months.”
- “Where travel or other expenditures are included in the delivery of services, we may invoice you.”
How Stewardship Advisory Group, LLC’s fees compare
- Its hourly rate of $200-$450 spans the Florida median of $288. 63% of the 372 other Florida planners that publish an hourly rate charge less.
About Stewardship Advisory Group, LLC
“Through our affiliate, Stewardship Legacy Coaching, LLC, we also provide information and guidance on Stewardship Legacy Coaching, Family Legacy, Business Legacy and Wealth Management issues for the public and donors of Christian ministries and other Non-Profit Organizations.”
- Firm size: 17 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- 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
- 1.5% a year
- Clients
- 530
- Employees
- 17
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $321,909,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 165710
- Phone
- (407) 470-1405
Can advise clients in 33 states: Alabama, Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Minnesota, Missouri, Montana, North Carolina, New Hampshire, New Jersey, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wyoming
Other planners in Clermont that publish fees
- Blue Jasper Capital LLCClermont$615/hr, $2,750-$45,000
- Pine To Palm Financial, LLCClermont$500-$2,500
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
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.