Sound Stewardship, LLC at a glance
- One of 98 fee-only firms based in Kansas in the Wellspent graph.
- 9 advisors are listed here; 6 of 9 hold the CFP.
- Its Form ADV reports 11 employees and 190 individual clients, 129 of them high net worth.
- Its average account is about $261,000 (assets it manages divided by its 1,089 accounts).
Fee-only advisors in Kansas · What fee-only advisors charge in Kansas
Facts
| Based in | Overland Park, Kansas |
|---|---|
| Website | soundstewardship.com |
| [email protected] | |
| Phone | (913) 317-6000 |
Questions about Sound Stewardship, LLC
Does Sound Stewardship, LLC have an account minimum?
No. Sound Stewardship, LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Sound Stewardship, LLC paid?
Sound Stewardship, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Sound Stewardship, LLC have in the Wellspent public graph?
The Wellspent public graph lists 9 advisors at Sound Stewardship, LLC, and 6 hold the CFP.
What is the average account at Sound Stewardship, LLC?
Sound Stewardship, LLC's average account is about $261,000. That's the assets on its Form ADV divided by its 1,089 accounts.
What does Sound Stewardship, LLC specialize in?
Sound Stewardship, LLC's advisors and website list flat-fee planning.
Sound Stewardship, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"We do not have a minimum for balances or net worth level." source
"our fee schedule fits best for those with a total net worth (not just investment assets) of $1 million or more" source
"they typically pay this over four quarters, and the fee is often deducted straight from investment accounts" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $285 million |
| Individual clients | 61 |
| High-net-worth clients | 129 |
| Accounts managed | 1,089 |
| Employees | 11 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110568) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 129755 |