Amy Drury
Stewardship Concepts Financial Services · Spokane, Washington
Amy Drury is a fee-only financial advisor at Stewardship Concepts Financial Services in Spokane, Washington, who holds the CFP credential. Stewardship Concepts Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Amy →
Facts
| Firm | Stewardship Concepts Financial Services |
|---|---|
| Based in | Spokane, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $174.6M across 892 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6319272 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | scfinancials.com |
How Amy's firm compares
- Stewardship Concepts Financial Services's average account is about $196,000, from its Form ADV (assets managed divided by 892 accounts).
Request an introduction to Amy
Tell Amy a little about what you're looking for. Amy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Amy
Is Amy Drury a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Stewardship Concepts Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amy charge for financial advice?
Amy's firm, Stewardship Concepts Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amy Drury based?
Amy Drury is based in Spokane, Washington.
What credentials does Amy Drury hold?
Amy Drury holds the CFP credential.
Is Amy Drury registered with the SEC?
Yes. Amy Drury is registered as an investment adviser representative in TX and WA (CRD 6319272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Concepts Financial Services manage?
Stewardship Concepts Financial Services reports $174.6M across 892 accounts in assets under management.
How do I contact Amy Drury?
Through Amy's website, scfinancials.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.