Thomas Talbott
Stewardship Advisors · Mount Joy, Pennsylvania
Thomas Talbott is a fee-only financial advisor at Stewardship Advisors in Mount Joy, Pennsylvania, who holds the CFP credential. Stewardship Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stewardship Advisors |
|---|---|
| Based in | Mount Joy, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $545.2M across 2,247 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2479325 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.mystewardshipadvisor.com |
How Thomas's firm compares
- Stewardship Advisors's average account is about $243,000, from its Form ADV (assets managed divided by 2,247 accounts).
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Questions about Thomas
Is Thomas Talbott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Stewardship Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Stewardship Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Talbott based?
Thomas Talbott is based in Mount Joy, Pennsylvania.
What credentials does Thomas Talbott hold?
Thomas Talbott holds the CFP credential.
Is Thomas Talbott registered with the SEC?
Yes. Thomas Talbott is registered as an investment adviser representative in PA (CRD 2479325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewardship Advisors manage?
Stewardship Advisors reports $545.2M across 2,247 accounts in assets under management.
How do I contact Thomas Talbott?
Through Thomas's website, www.mystewardshipadvisor.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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