Stewardship Trust Advisors fees and pricing

Financial planner in Grandville, Michigan. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 20, 2026, Stewardship Trust Advisors charges $275 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are negotiable depending on the size and complexity of your account.”
“Fees are payable on a quarterly basis in advance based on the market value of the assets under management at the end of the preceding quarter.”
“Under no circumstances will our firm collect more than $1200 six or more months in advance.”

Its hourly rate of $275 is above the Michigan median of $250. 58% of the 170 other Michigan planners that publish an hourly rate charge less.

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% a year
Minimum: $3,000 minimum fee (stated in brochure)
Clients: 285
Employees: 7
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $294,874,206
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 121348
Website: stw.adv.com (opens in new tab)
Phone: (616) 878-4200

Can advise clients in 2 states: Michigan, Texas

Is something on this page wrong or out of date?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.