Firm
Stewardship Investment Services
Beaver, Oregon
Fee-only
Stewardship Investment Services at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 26 individual clients.
- Its average account is about $49,000 (assets it manages divided by its 32 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Beaver, Oregon |
|---|---|
| Phone | (503) 812-7865 |
Stewardship Investment Services fees
Stewardship Investment 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $2 million |
| Individual clients | 26 |
| Accounts managed | 32 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2026 |
| SEC record | CRD 318026 |