# Christopher Steward

> Christopher Steward is a fee-only financial advisor at Impact Advisors Group in Warrington, Pennsylvania, who holds the CFA, CEPA and CFP credentials. Christopher charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1.15% a year on the first tier of assets managed) and focuses on small business owners.

Page: https://find.wellspent.co/advisors/christopher-steward/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Impact Advisors Group
- **Based in:** Warrington, Pennsylvania
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed
- **Assets under management (firm):** $76.4M across 98 accounts
- **Credentials:** CFA, CEPA, CFP, ChFC, CLU, Master of Science Accounting, CASL, RICP
- **Specialties:** Small business owners
- **CRD:** 2296321 (https://adviserinfo.sec.gov/individual/summary/2296321)
- **SEC registration:** Investment adviser representative in MA, NJ
- **Exams passed:** Series 65 (1996), Series 63 (2014), Series 66 (2018)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://impactadvisorsgroup.com

## Frequently asked questions

### Is Christopher Steward a fee-only financial advisor?

Yes. Christopher Steward is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Christopher's firm.

### How does Christopher charge for financial advice?

Christopher charges a percentage of assets and an ongoing planning fee.

### How much does Christopher charge?

According to Impact Advisors Group's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1.15% a year on the first tier of assets managed.

### Where is Christopher Steward based?

Christopher Steward is based in Warrington, Pennsylvania.

### What does Christopher specialize in?

Christopher's specialties include small business owners.

### What credentials does Christopher Steward hold?

Christopher Steward holds the CFA, CEPA, CFP, ChFC, CLU, Master of Science Accounting, CASL and RICP credentials.

### Is Christopher Steward registered with the SEC?

Yes. Christopher Steward is registered as an investment adviser representative in MA and NJ (CRD 2296321), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Impact Advisors Group manage?

Impact Advisors Group reports $76.4M across 98 accounts in assets under management.

### How do I contact Christopher Steward?

Through Christopher's website, impactadvisorsgroup.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46161): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://impactadvisorsgroup.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.