Stewardship Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$2,000

“AND CONSULTING One-time or Initial Financial Planning Initial or One Time Financial planning services are offered for a negotiable fixed fee between $250 and $2,000 based on complexity and unique Client needs.”

Annual fee

$1,000⁠-⁠$4,000/yr

“The ongoing financial planning fees range between of $1,000 and $4,000 annually based on the complexity of services requested.”

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

How Stewardship Wealth Advisors bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”
• “Client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Stewardship Wealth Advisors’ fees compare

• Its flat or project fee of $250-$2,000 is below the Arizona median of $3,100. 12% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 30 other planners in Phoenix that publish a flat or project fee charge less.
• Its annual fee of $1,000-$4,000 is below the Arizona median of $10,000. 12% of the 43 other Arizona planners that publish an annual fee charge less.
• 1 of the 10 other planners in Phoenix that publish an annual fee charge less.

About Stewardship Wealth Advisors

• Principal: John D. McBride
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2003 (23 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.25% a year

Clients

117

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$93,067,677

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

202512

Website

stewardshipwealthadvisors.com (opens in new tab)

Phone

(623) 251-7282

Other planners in Phoenix that publish fees

• Ability FirstPhoenix$12,000/yr
• Alpha FiduciaryPhoenix$350/hr
• Arcadia Wealth LLCPhoenix$350⁠-⁠$750/hr, $5,000⁠-⁠$25,000
• Arcwood Financial, LLCPhoenix$1,000
• B&e Financial ServicesPhoenix$500/hr, $2,000⁠-⁠$20,000/yr
• Bledsoe Asset Management, LLCPhoenix$250/hr

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