Stewards Advisory Services

Stewards Advisory Services at a glance

• One of 62 fee-only firms based in Iowa in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 61 individual clients, 28 of them high net worth.
• Its average account is about $437,000 (assets it manages divided by its 293 accounts).

Fee-only advisors in Iowa

Facts

Stewards Advisory Services fees

Stewards Advisory Services 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 (2)

• Andrew Tuecke

  CFP

• John Jackson

  CFP