Stewardship Financial fees and pricing
Financial planner in Gilbert, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 30, 2026, Stewardship Financial charges a flat or project fee of $500-$10,000 and a monthly fee of $189 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Project-Based Planning – A one-time engagement for a fixed fee ranging from $500 to $10,000.”
- Monthly fee
- $189/mo
“Ongoing Financial Planning – An ongoing engagement for a fixed monthly fee of $189, billed through our payment platform.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stewardship Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are to be paid by check or draft from U.S.based financial institutions.”
- “Clients are informed of the ongoing fee in advance and must agree to the arrangement prior to the start of services.”
- “This means that different portions of a client’s account balance are billed at different rates, with larger balances receiving reduced rates on higher tiers.”
How Stewardship Financial’s fees compare
- Its flat or project fee of $500-$10,000 spans the Arizona median of $3,100. 66% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 10 of the 14 other planners in Gilbert that publish a flat or project fee charge less.
About Stewardship Financial
“We provide periodic educational workshops involving a broad range of financial planning and investing topics.”
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2015 (11 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
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
- 3% a year
- Clients
- 255
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $83,096,734
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 281386
- Phone
- (602) 777-3327
Can advise clients in 2 states: Arizona, California
Other planners in Gilbert that publish fees
- Brightguide FinancialGilbert$299-$4,999
- Build Wealth PartnersGilbert$300/hr, $1,000/mo
- Clarity Wealth Management, L.L.C.Gilbert$150-$250/hr
- Clear Skies FinancialGilbert$150/hr, $1,000-$2,000
- Coats Wealth ManagementGilbert$450/hr, $450
- Cox Advisors, LLCGilbert$150/hr, $295-$2,995
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.