Dale Branda
Steward Advisors, LLC · Chicago, Illinois
Dale Branda is a fee-only financial advisor at Steward Advisors, LLC in Chicago, Illinois, who holds the CFP and MBA credentials. Steward Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Steward Advisors, LLC |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.7M across 354 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in IL · CRD 6637454 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Dale's firm compares
- Steward Advisors, LLC's average account is about $454,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about Dale
Is Dale Branda a fee-only financial advisor?
Yes. Dale Branda 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 Dale's firm.
How does Dale charge for financial advice?
Dale's firm, Steward Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dale Branda based?
Dale Branda is based in Chicago, Illinois.
What credentials does Dale Branda hold?
Dale Branda holds the CFP and MBA credentials.
Is Dale Branda registered with the SEC?
Yes. Dale Branda is registered as an investment adviser representative in IL (CRD 6637454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Steward Advisors, LLC manage?
Steward Advisors, LLC reports $160.7M across 354 accounts in assets under management.
How do I contact Dale Branda?
Contact details aren't on file yet. Search for Steward Advisors, LLC.
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
- 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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