Howard Leonard
Stewardship Partners Investment Counsel · Chester Springs, Pennsylvania
Howard Leonard is a fee-only financial advisor at Stewardship Partners Investment Counsel in Chester Springs, Pennsylvania. Howard charges a percentage of assets (1% a year on the first tier of assets managed and a $50,000 asset minimum) and focuses on sustainable & impact investing.
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Specialties
Facts
| Firm | Stewardship Partners Investment Counsel |
|---|---|
| Based in | Chester Springs, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $50,000 asset minimum |
| Assets under management | $73.2M across 325 accounts |
| SEC registration | Investment adviser representative in PA · CRD 852575 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | stewardshippartners.com |
How Howard's firm compares
- Stewardship Partners Investment Counsel's average account is about $225,000, from its Form ADV (assets managed divided by 325 accounts).
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Questions about Howard
Is Howard Leonard a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Howard holds no broker registration, and Stewardship Partners Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Howard charge for financial advice?
Howard charges a percentage of assets.
How much does Howard charge?
According to Stewardship Partners Investment Counsel's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $50,000 asset minimum.
Where is Howard Leonard based?
Howard Leonard is based in Chester Springs, Pennsylvania.
What does Howard specialize in?
Howard's specialties include sustainable & impact investing.
Is Howard Leonard registered with the SEC?
Yes. Howard Leonard is registered as an investment adviser representative in PA (CRD 852575), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Partners Investment Counsel manage?
Stewardship Partners Investment Counsel reports $73.2M across 325 accounts in assets under management.
How do I contact Howard Leonard?
Through Howard's website, stewardshippartners.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
- Stewardship Partners Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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