Firm
Stewardship Advisors, LLC
Mount Joy, Pennsylvania
Fee-only
Stewardship Advisors, LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 9 advisors are listed here; 6 of 9 hold the CFP.
- Its Form ADV reports 15 employees and 674 individual clients, 146 of them high net worth.
- Its average account is about $243,000 (assets it manages divided by its 2,247 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mount Joy, Pennsylvania |
|---|---|
| Website | mystewardshipadvisor.com |
| [email protected] | |
| Phone | (717) 492-4787 |
Stewardship Advisors, LLC fees
Stewardship Advisors, 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $545 million |
| Individual clients | 528 |
| High-net-worth clients | 146 |
| Accounts managed | 2,247 |
| Employees | 15 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-108174) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 277099 |