Overview
Assets Under Management: $66 million
Headquarters: IRVINGTON, NY
High-Net-Worth Clients: 26
Average Client Assets: $2.3 million
Frequently Asked Questions
STEWARDSHIP FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128676), STEWARDSHIP FINANCIAL PLANNING is subject to fiduciary duty under federal law.
STEWARDSHIP FINANCIAL PLANNING is headquartered in IRVINGTON, NY.
STEWARDSHIP FINANCIAL PLANNING serves 26 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, STEWARDSHIP FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
STEWARDSHIP FINANCIAL PLANNING manages $66 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, STEWARDSHIP FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.76%
Average Client Assets: $2.3 million
Total Client Accounts: 102
Discretionary Accounts: 38
Non-Discretionary Accounts: 64
Regulatory Filings
CRD Number: 128676
Filing ID: 2081690
Last Filing Date: 2026-03-30 15:07:39