Stewart Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“- 3- HOURLY FEES Financial Planning Services are offered based on a non-negotiable hourly fee of $150 per hour.”

Flat or project fee

$500⁠-⁠$2,000

“Services are offered based on a negotiable flat fee between $500 and $2,000.”

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

How Stewart Wealth Management, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Stewart Wealth Management, LLC’s fees compare

• Its hourly rate of $150 is below the Florida median of $288. 4% of the 372 other Florida planners that publish an hourly rate charge less.
• 2 of the 10 other planners in Naples that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,000 is below the Florida median of $4,900. 11% of the 320 other Florida planners that publish a flat or project fee charge less.
• None of the 8 other planners in Naples that publish a flat or project fee charge less.

About Stewart Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

2.15% a year

Clients

4

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$343,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334077

Website

stewartwealthadvisors.com (opens in new tab)

Phone

(239) 325-5115

Can advise clients in 2 states: Florida, Virginia

Other planners in Naples that publish fees

• Aventus Investment Advisors, Inc.Naples$300/hr, $1,000⁠-⁠$20,000
• Covato Capital Management, LLCNaples$50⁠-⁠$200/hr, $500⁠-⁠$2,000
• Evertern Wealth, LLCNaples$1,200/hr, $1,500⁠-⁠$10,000
• Gap Financial Counseling Corp.Naples$240⁠-⁠$480/hr
• Local Wealth AdvisorsNaples$1,600⁠-⁠$10,000
• Lodestar Advisory Group, LLCNaples$400/hr, $800⁠-⁠$5,000

Compare all 31 planners in Naples