Robert Corey
Stewardship Financial Plainning · Readfield, Maine
Robert Corey is a fee-only financial advisor at Stewardship Financial Plainning in Readfield, Maine, who holds the CFP credential. Stewardship Financial Plainning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Stewardship Financial Plainning |
|---|---|
| Based in | Readfield, Maine |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $56M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 4482727 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Robert's firm compares
- Stewardship Financial Plainning's average account is about $509,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Robert
Is Robert Corey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Stewardship Financial Plainning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Stewardship Financial Plainning, reports charging fixed fees on its SEC Form ADV.
Where is Robert Corey based?
Robert Corey is based in Readfield, Maine.
What credentials does Robert Corey hold?
Robert Corey holds the CFP credential.
Is Robert Corey registered with the SEC?
Yes. Robert Corey is registered as an investment adviser representative in ME (CRD 4482727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Financial Plainning manage?
Stewardship Financial Plainning reports $56M across 110 accounts in assets under management.
How do I contact Robert Corey?
Contact details aren't on file yet. Search for Stewardship Financial Plainning.
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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