One of the most important questions you need to ask any financial advisor is, “What are the total fees for your services and do the fees ever change based on recommendations made?”

Everyday Steward is a fee-only financial advisor which means our advisors only receive fees from our clients for our services - we do not receive any other form of remuneration from other professionals or investment advisors. This fee arrangement allows us to offer independent, objective counsel to our clients.

Hourly Financial Planning

Our planning fees are $180/hour depending on the scope of the work performed. This Web site also has more information about our Hourly Financial Planning services. The Process page will help you learn more about the process and how to get started.

Investment Management

The Everyday Steward Investment Management fee is an annual management fee billed quarterly (typically from the account) and is prorated over the time period you work with us. The actual fee ranges from 1.0 to 1.25% annually depending upon the office location with which you are working.

Once we have reviewed your situation, we will discuss what service would make sense for you. To get started click here.