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- Custodian
- Charles Schwab & Company · JP Morgan · Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-10-2021
- Office Locations
- 1
Office Locations
About Stewardship Financial Planning
Stewardship Financial Planning is a flat-fee, advice-only firm in Irvington, NY providing unbiased financial planning and investment guidance for individuals/families and small-to-midsize businesses. Services include retirement planning (supported by proprietary planning software), cash-flow and budgeting, college savings, insurance decision support, and 401(k) plan setup. Investment work uses a goals-based “bucket” approach; custody is available via Schwab.
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN BELLUARDO
Chief Compliance Officer, Financial Consultant, President
- CRD
- #1920731
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,177,074 | $452,028 |
| Non-Discretionary | $48,339,567 | $755,306 |
| Total | $65,516,641 | $642,320 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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