Stewardship Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“For complex financial planning cases, SWM would charge an additional fee at $200/hour and disclose the full amount before services are engaged.”

Flat or project fee

$500

“This flat fee is $500.”

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

How Stewardship Wealth Management bills

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

• “Fees are billed and paid quarterly, in advance.”
• “Fees are negotiable and vary based on the complexity of the investment strategy and services rendered.”
• “In the case of any account established prior to this update, accounts terminated during a calendar quarter will be charged a prorated fee in accordance with the already existing fee structure.”

How Stewardship Wealth Management’s fees compare

• Its hourly rate of $200 is below the Kansas median of $250. 15% of the 59 other Kansas planners that publish an hourly rate charge less.
• 5 of the 24 other planners in Overland Park that publish an hourly rate charge less.
• Its flat or project fee of $500 is below the Kansas median of $3,500. 7% of the 43 other Kansas planners that publish a flat or project fee charge less.
• 1 of the 17 other planners in Overland Park that publish a flat or project fee charge less.

About Stewardship Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 years).

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

0.99% a year

Clients

12

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,300,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144338

Website

stewardshipwm.com (opens in new tab)

Phone

(913) 490-4400

Other planners in Overland Park that publish fees

• Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
• Artisan Financial PlanningOverland Park$250/hr, $2,500⁠-⁠$10,000
• Aspen Wealth Management, Inc.Overland Park$125/hr
• Aspyre Wealth PartnersOverland Park$150⁠-⁠$500/hr
• Balanced Financial Planning, Inc.Overland Park$270/hr
• Coplanning Financial LLCOverland Park$6,900, $12,000/yr

Compare all 66 planners in Overland Park