Michael Kwon
Steward Advisors · Chicago, Illinois
Michael Kwon is a fee-only financial advisor at Steward Advisors in Chicago, Illinois. Steward Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Steward Advisors |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.7M across 354 accounts |
| SEC registration | Investment adviser representative in IL · CRD 1363301 |
| Exams passed | Series 65 (2013) · Series 66 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | stewardadvisors.com |
How Michael's firm compares
- Steward Advisors's average account is about $454,000, from its Form ADV (assets managed divided by 354 accounts).
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Questions about Michael
Is Michael Kwon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Steward Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Steward Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Kwon based?
Michael Kwon is based in Chicago, Illinois.
Is Michael Kwon registered with the SEC?
Yes. Michael Kwon is registered as an investment adviser representative in IL (CRD 1363301), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Steward Advisors manage?
Steward Advisors reports $160.7M across 354 accounts in assets under management.
How do I contact Michael Kwon?
Through Michael's website, stewardadvisors.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.
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