SOUND STEWARDSHIP, LLC
SEC RegisteredPrincipled Wealth Planning for Lasting Impact
About the firm
Sound Stewardship is an independent financial planning firm, founded in 2004, that serves families from coast to coast. As fee-only fiduciaries registered with NAPFA, they provide comprehensive wealth planning with no commissions and a flat fee based on net worth.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning including investment methodology, tax planning (Roth conversions, tax projections, charitable giving strategies), and ongoing financial strategy with quarterly checkpoints and annual in-depth strategy updates, delivered by a team-based approach with a CERTIFIED FINANCIAL PLANNER™ professional as primary advisor.
Who they serve
Families from coast to coast
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 61 | $19M |
| High Net Worth Individuals | 129 | $266M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of March 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUND STEWARDSHIP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.