Firm
Stewardship Partners Investment Counsel
Olmstead, Kentucky
Fee-only
Stewardship Partners Investment Counsel at a glance
- One of 65 fee-only firms based in Kentucky in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 4 employees and 142 individual clients, 12 of them high net worth.
- Its average account is about $225,000 (assets it manages divided by its 325 accounts).
Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky
Facts
| Based in | Olmstead, Kentucky |
|---|---|
| Website | stewardshippartners.com |
| Phone | (800) 930-6949 |
Stewardship Partners Investment Counsel fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $50,000 |
| How it charges | Percentage of assets |
In the firm's words
"The standard investment management fee schedule is as follows: 1.00% annually." source
"Stewardship Partners typically only accepts accounts initially funded with $50,000 or more." source
"The standard investment management fee schedule is as follows: 1.00% annually." 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 |
|---|---|
| Assets managed | $73 million |
| Individual clients | 130 |
| High-net-worth clients | 12 |
| Accounts managed | 325 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-62738) |
| Financial planning | Offered |
| Form ADV filed | December 16, 2025 |
| SEC record | CRD 115340 |