Sound Stewardship, LLC
Assets Under Management
$243.6M
Number of Clients
190
Number of Advisors
8
Average Client AUM
$1.3M
AUM per Advisor
$30.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sound Stewardship provides comprehensive consultations addressing specific financial issues. They offer annual planning, transition planning, hourly as-needed, and public speaking services. Investment management is offered on a discretionary basis. They build customized portfolios without commissions through partnerships with Fidelity and Schwab.
Fee Structure
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingSpecial Needs PlanningInvestment Management
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Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
