Stewardship Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The negotiated hourly fee for these services is $250.”

Flat or project fee

$250⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $250 and $5,000.”

Monthly fee

$50/mo

“The fee for individuals that do not use SAML’s other advisory services is $50 per month paid via a secure third-party credit card processor such as Stripe.”

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

How Stewardship Asset Management LLC bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SAML's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SAML’s fees, within five business days of signing the Financial Planning Agreement.”

How Stewardship Asset Management LLC’s fees compare

• Its hourly rate of $250 matches the Idaho median of $250. 35% of the 43 other Idaho planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the Idaho median of $2,625. 50% of the 26 other Idaho planners that publish a flat or project fee charge less.

About Stewardship Asset Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$2,745,893

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334790

Phone

(916) 584-5773

Other planners in Star that publish fees

• Joski FinancialStar$1,562/qtr, $600⁠-⁠$2,500/yr
• 3 Peaks FinancialAmmon$200/hr
• Abundance Financial PlanningCaldwell$3,000⁠-⁠$6,500
• Action Financial Planning LLCTwin Falls$275/hr, $95/mo
• Advanced Financial Solutions, Inc.Boise$200⁠-⁠$350/hr, $500
• Allegiance Financial PlanningEagle$120/hr

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