Simply Steward, LLC

Simply Steward, LLC at a glance

• One of 336 fee-only firms based in Colorado in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 35 individual clients, 18 of them high net worth.
• Its average account is about $160,000 (assets it manages divided by its 219 accounts).

Fee-only advisors in Colorado · What fee-only advisors charge in Colorado

Facts

Simply Steward, LLC fees

Simply Steward, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Steve Cruice

  CFP · CPA