# Wilbur Shertzer

> Wilbur Shertzer is a fee-only financial advisor at Stewardship Advisors in Mount Joy, Pennsylvania, who holds the CFP and ChFC credentials. Stewardship Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wilbur-shertzer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stewardship Advisors
- **Based in:** Mount Joy, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $545.2M across 2,247 accounts
- **Credentials:** CFP, ChFC
- **CRD:** 1545552 (https://adviserinfo.sec.gov/individual/summary/1545552)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1986), Series 65 (1999)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** http://www.mystewardshipadvisor.com

## Frequently asked questions

### Is Wilbur Shertzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wilbur 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 Wilbur charge for financial advice?

Wilbur's firm, Stewardship Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Wilbur Shertzer based?

Wilbur Shertzer is based in Mount Joy, Pennsylvania.

### What credentials does Wilbur Shertzer hold?

Wilbur Shertzer holds the CFP and ChFC credentials.

### Is Wilbur Shertzer registered with the SEC?

Yes. Wilbur Shertzer is registered as an investment adviser representative in PA (CRD 1545552), 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 Wilbur Shertzer?

Through Wilbur's website, www.mystewardshipadvisor.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1545552): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.