Christopher Steward
Impact Advisors Group · Warrington, Pennsylvania
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.
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Specialties
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 | $76.4M across 98 accounts |
| Credentials | CFA · CEPA · CFP · ChFC · CLU · Master of Science Accounting · CASL · RICP |
| SEC registration | Investment adviser representative in MA, NJ · CRD 2296321 |
| Exams passed | Series 65 (1996) · Series 63 (2014) · Series 66 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | impactadvisorsgroup.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $6,000 a year, above the Pennsylvania median of $3,600 for fee-only firms that publish prices.
- Impact Advisors Group's average account is about $780,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Christopher
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Impact Advisors Group website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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