Steve Cruice
Simply Steward, LLC · Highlands Ranch, Colorado
Steve Cruice is a fee-only financial advisor at Simply Steward, LLC in Highlands Ranch, Colorado, who holds the CFP and CPA credentials. Steve focuses on retirement planning, small business owners and estate & legacy planning. Simply Steward, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Simply Steward, LLC |
|---|---|
| Based in | Highlands Ranch, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $35.0M across 219 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in CO, TX · CRD 6761667 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | simplysteward.com |
| Profile |
How Steve's firm compares
- Simply Steward, LLC's average account is about $160,000, from its Form ADV (assets managed divided by 219 accounts).
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Questions about Steve
Is Steve Cruice a fee-only financial advisor?
Yes. Steve Cruice is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Steve's firm.
How does Steve charge for financial advice?
Steve's firm, Simply Steward, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Steve charge?
According to Simply Steward, LLC's website, checked October 28, 2026: typically works with clients with $1,000,000 or more.
Where is Steve Cruice based?
Steve Cruice is based in Highlands Ranch, Colorado.
What does Steve specialize in?
Steve's specialties include retirement planning, small business owners and estate & legacy planning. Steve works with retirees and pre-retirees.
What credentials does Steve Cruice hold?
Steve Cruice holds the CFP and CPA credentials.
Is Steve Cruice registered with the SEC?
Yes. Steve Cruice is registered as an investment adviser representative in CO and TX (CRD 6761667), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Simply Steward, LLC manage?
Simply Steward, LLC reports $35.0M across 219 accounts in assets under management.
How do I contact Steve Cruice?
Through Steve's website, simplysteward.com.
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
- XY Planning Network directory listing : XYPN members are fee-only
- Simply Steward, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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