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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-27-2004
- Office Locations
- 1
Office Locations
About Sound Stewardship, LLC
Sound Stewardship is a fee-only wealth planning firm in Overland Park, KS providing comprehensive, long-term financial planning and investment management anchored to client values and goals. The firm charges a flat fee based on net worth (no commissions or third-party incentives). Serves retail clients including business owners, and builds portfolios using vehicles such as ETFs and mutual funds, including socially responsible approaches.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW JOHNNE SYVERSON
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #4262528
- Ownership
- 75% or more
JONATHAN DAVID HARRISON
Wealth Advisor
- CRD
- #6448789
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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BENJAMIN LEE BUETHE
Associate
- CRD
- #4128824
DEREK R HENSLEY
Wealth Advisor
- CRD
- #6553962
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,924,426 | $375,685 |
| Non-Discretionary | $51,694,440 | $110,223 |
| Total | $284,618,866 | $261,358 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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