The Stewardship Solution fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$200/hr

“The hourly fee for these services is between $150 and $200.”

Flat or project fee

$500⁠-⁠$3,000

“The negotiated fixed rate for creating client financial plans is between $500 and $3,000.”

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

How The Stewardship Solution bills

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

• “Fees are charged monthly in arrears or in advance, depending on the platform used and are based primarily on asset size and the level of complexity of the services provided.”
• “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
• “Your Fees are charged in arrears or in advance, depending on the platform used, on a monthly basis, meaning that advisory fees for a month are charged on either the first or last day of the month.”

How The Stewardship Solution’s fees compare

• Its hourly rate of $150-$200 is below the Tennessee median of $275. 8% of the 111 other Tennessee planners that publish an hourly rate charge less.
• None of the 4 other planners in Germantown that publish an hourly rate charge less.
• Its flat or project fee of $500-$3,000 is below the Tennessee median of $3,000. 28% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• None of the 2 other planners in Germantown that publish a flat or project fee charge less.

About The Stewardship Solution

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2015 (11 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

1.75% a year

Clients

71

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$14,779,191

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282050

Website

thestewardshipsolution.com (opens in new tab)

Phone

(661) 829-4154

Can advise clients in 2 states: California, Tennessee

Other planners in Germantown that publish fees

• FCG Investment CompanyGermantown$100⁠-⁠$250/hr
• Forward Financial PlanningGermantown$250/hr, $8,000⁠-⁠$10,000/yr
• Studdard Financial, LLCGermantown$500⁠-⁠$5,000
• TCMGermantown$500/hr
• W Advisors LLCGermantown$350/hr, $1,500⁠-⁠$10,000

Compare all 8 planners in Germantown