Firm
Capital Stewards
Huntsville, Alabama
Fee-only
Facts
| Based in | Huntsville, Alabama |
|---|---|
| Website | thecapitalstewards.com |
| Phone | (256) 864-3399 |
Capital Stewards fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| One-time plan | From $1,500 |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Below $499,999: $300" source
"Workshop Fee: $1,500" source
"We charge one-time fees for financial planning workshops or flat monthly fees" source
"flat monthly fees for on-going planning and investment management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 6 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 315761 |