STEWARDSHIP FINANCIAL PLANNING
  • STEWARDSHIP FINANCIAL PLANNING
  • STEWARDSHIP FINANCIAL SERVICES, INC.
  • STEWARDSHIP FINANCIAL SERVICES
  • STEWARDSHIP FINANCIAL PLANNING, INC.

Adviser Profile

As of Date 07/24/2026
Registration SEC, Approved, 09/29/2023
Other registrations (2)
ADV Location TARRYTOWN, NY, United States
Contact Info 914 xxxxxxx
Websites
AUM* 65,516,641 77%
of that, discretionary 17,177,074 1447%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 642,320 -51%
% High Net Worth 66.67% 10%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

48M 41M 35M 28M 21M 14M 7M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date11/05/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/24/2024 Form ADV-E View Report

Brochure Summary