Firm
Stewardship Financial Services, Inc.
Irvington, New York
Fee-only
Stewardship Financial Services, Inc. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 39 individual clients, 26 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 102 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the New York median of $3,600.
- Its hourly rate of $290 is in line with the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Irvington, New York |
|---|---|
| Website | stewardship-fp.com |
| [email protected] | |
| Phone | (914) 380-1421 |
Stewardship Financial Services, Inc. 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.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $800 |
| Hourly | $290 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$2,000 to $5,000 per year" source
"Address your particular concern(s), we meet for up to two hours." source
"$290 an hour" source
"We have no minimum asset requirements." 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $66 million |
| Individual clients | 13 |
| High-net-worth clients | 26 |
| Accounts managed | 102 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-128810) |
| Financial planning | Offered |
| Form ADV filed | July 24, 2026 |
| SEC record | CRD 128676 |