Patricia Steward
Paraklete Financial · Kennesaw, Georgia
Patricia Steward is a fee-only financial advisor at Paraklete Financial in Kennesaw, Georgia, who holds the PFS credential. Paraklete Financial reports charging fixed fees on its Form ADV.
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Facts
| Firm | Paraklete Financial |
|---|---|
| Based in | Kennesaw, Georgia |
| Fee model (firm's Form ADV) | Fixed fees |
| Credentials | PFS |
| SEC registration | Investment adviser representative in AZ, GA, NC, TX · CRD 5769447 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.parakletefinancial.com |
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Questions about Patricia
Is Patricia Steward a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Paraklete Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Paraklete Financial, reports charging fixed fees on its SEC Form ADV.
Where is Patricia Steward based?
Patricia Steward is based in Kennesaw, Georgia.
What credentials does Patricia Steward hold?
Patricia Steward holds the PFS credential.
Is Patricia Steward registered with the SEC?
Yes. Patricia Steward is registered as an investment adviser representative in AZ, GA, NC and TX (CRD 5769447), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Patricia Steward?
Through Patricia's website, www.parakletefinancial.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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