Tony Adkison
Tony Adkison is a registered investment advisor at Stewardship Advisory Group, LLC, based in Mansfield, TX, with 15 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,108 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stewardship Advisory Group offers investment management services where they provide ongoing advice and make investments based on your individual needs. The fees for investment management are charged each quarter based on the value of your portfolio. There are two fee schedules, one for fee-based asset management accounts and one for bundled financial life guidance and investment management services.
Fee-Based Asset Management Accounts:
- Up to $2 Million: 1.00% per year
- $2M-$5M: 0.75% per year
- Above $5M: 0.50% per year
Bundled Financial Life Guidance and Investment Management Services:
- $0 - $500k: 1.5% per year
- $500k - $2 Million: 1.3% per year
- $2 Million - $5 Million: 1.05% per year
- Above $5 Million: 0.80% per year
Location
Mansfield, TX
Get directionsHistory
Regulatory History (2)
Civil
March 2012Regulatory
June 2010Other Business ActivitiesSells Insurance
Tony uses Stewardship Estate Planning as a DBA name for marketing and is a sales representative and independent insurance agent since 2016. He is also an investment advisory representative with Stewardship Advisory Group, LLC and a stewardship coach with Stewardship Legacy Coaching, LLC, and owns Prime Concepts LLC.
Employment History
Current Registrations
Stewardship Advisory Group, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Stewardship Legacy Coaching, LLC
United Planners' Financial Services of America a Limited Partner
Qa3 Financial CORP.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.