Stewardship Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$6,000

“Stewardship charges in one of five ways: 1) For one-time project work, a flat fee, typically ranging from $2,000 - $6,000. 2) For “retainer” clients, annual fees ranging from $2,000 to $5,000, billed quarterly. 3) An initial two-hour “work session” for $800.”

Annual fee

$2,000⁠-⁠$5,000/yr

From the same sentence as above.

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

How Stewardship Financial Planning bills

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

• “For annual retainer services, clients are billed quarterly during the period in which services are provided.”
• “Should the client terminate the engagement after 5 business days of signing the advisory agreement, the client will be responsible and invoiced for work performed by Stewardship.”

How Stewardship Financial Planning’s fees compare

• Its flat or project fee of $2,000-$6,000 spans the New York median of $4,500. 47% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 3 other planners in Tarrytown that publish a flat or project fee charge less.
• Its annual fee of $2,000-$5,000 is below the New York median of $6,250. 28% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Stewardship Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

39

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$65,516,641

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128676

Website

stewardshipfp.com (opens in new tab)

Phone

(914) 380-1421

Can advise clients in 2 states: New York, Texas

Other planners in Tarrytown that publish fees

• Debanyfinancial Group, LLCTarrytown$250/hr, $1,500
• Onyx Bridge Wealth Group LLCTarrytown$500⁠-⁠$10,000
• Pope Wealth Planning, LLCTarrytown$500⁠-⁠$2,500/mo
• The Capital Preserve, Inc.Tarrytown$250/hr, $3,000

Compare all 5 planners in Tarrytown