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Stewardship Advisory Group Review

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This review was produced by SmartAsset based on publicly available information. The named firm and its financial professionals have not reviewed, approved, or endorsed this review and are not responsible for its accuracy. Review content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named firm and its financial professionals, and firms and financial professionals having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s reviews. This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the firm mentioned in this review or its financial professionals.

Stewardship Advisory Group

Stewardship Advisory Group is a financial advisory firm with a focus on Christian faith-based financial advising. The firm, which is located in Ocoee, Florida, a suburb of Orlando, currently only works with individual clients. Stewardship Advisory Group offers clients financial planning, investment management services and even educational seminars. 

As a fee-based firm, certain on-staff advisors at Stewardship Advisory Group can receive commissions from insurance and securities sales. This differs from a fee-only firm, whose advisors do not receive any third-party compensation.

Stewardship Advisory Group Background

Stewardship Advisory Group was established in 2013, so it's still a relatively young firm. Jeff Rogers, the firm's founder and sole owner, is also a certified kingdom advisor (CKA) and a certified estate planner (CEP). Rogers has more than 20 years' experience in the financial services industry.

The firm employs a sizable team of advisors, many of whom also hold financial certifications, like the certified financial planner (CFP), enrolled agent (EA) and accredited investment fiduciary (AIF) designations.

Stewardship Advisory Group Client Types and Minimum Account Sizes

Stewardship Advisory Group offers its services to individuals both with and without a high net worth, as well as charities and businesses.

There is no set account minimum for advisory services at this firm.

Services Offered by Stewardship Advisory Group

Stewardship Advisory Group provides multiple services to its clients. More specifically, its main offerings are comprehensive wealth management and financial planning, along with investment management. It also provides clients with educational seminars on certain financial topics.

Wealth management, consulting and financial planning services typically relate to a number of more specific financial planning topics, such as:

  • Retirement planning analysis
  • Investment planning and asset allocation
  • Survivor needs and risk management analysis
  • Estate plan analysis
  • Income tax analysis
  • Strategic and tactical tax planning
  • Cash flow analysis & spending plan
  • Accumulation & major goals funding
  • Financial freedom and debt reduction planning

Stewardship Advisory Group Investment Philosophy

Stewardship Advisory Group's investment philosophies and strategies vary based on the individual needs of each client. Advisors meet with clients to determine their investment goals, while also reviewing their overall financial and tax situation. They also take note of other specifics, like their risk tolerance and time horizon, so their final investment plan is as comprehensive as possible.

Advisors use a wide range of investment tactics to help create value in client portfolios. When it comes to evaluating potential investments, they use fundamental analysis, technical analysis, charting analysis and cyclical analysis. In terms of actually making investments, advisors may use both long-term and short-term purchases.

Fees Under Stewardship Advisory Group

Stewardship Advisory Group has a set fee schedule for both its investment management and financial planningservices. These typically vary based on the specific service the client is using. Here's a breakdown:

Stewardship Advisory Group Financial Planning Fee Schedule
Service Fee
Retirement Planning Analysis $2,500
Investment Analysis and Asset Allocation $1,000
Survivor Needs and Risk Management Analysis $500 ($100 per additional child)
College Education Analysis $500 ($100 per additional child)
Estate Plan Review and Analysis $1,000
Strategic & Tactical Planning $1,000
Social Security Optimization Analysis $750
Comprehensive Plan (includes of the above) $5,000

The firm has three other optional modules that include cash flow analysis and a spending plan, accumulation and major goals funding analysis and financial freedom and debt reduction planning. Each of these costs $500.

Investment management services comes with an assets-under-management-based fee. In other words, the more money you have, the lower your advisory fee will be.

Investment Management Fee Schedule
Portfolio Value Base Fee
First $2MM 1.00%
$2M - $5MM 0.75%
Above $5MM 0.50%

Here's what you're investment management fees may look like based on the size of your account:

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount.
Estimated Investment Management Fees at Stewardship Advisory Group*
Your Assets Stewardship Advisory Group Fee Amounts
$500K $5,000
$1MM $10,000
$5MM $42,500
$10MM $67,500

What to Watch Out For

Stewardship Advisory Group has one regulatory disclosure listed on its Form ADV, although it's attributed to an advisory affiliate of the firm.

As mentioned earlier, Stewardship Advisory Group is a fee-based firm, meaning advisors may be registered as insurance agents or broker-dealer representatives. In these roles, they may be able to earn commissions for selling products to clients. While this leads to a potential conflict of interest, the firm's fiduciary duty still requires it to act in clients' best interests, no matter what.

Opening an Account With Stewardship Advisory Group

If you're interested in working with Stewardship Advisory Group, go to the firm's website and fill out its contact form. You can also call the firm at (407) 470-1405 or visit its office.

All information is accurate as of the writing of this article.

Tips for Finding a Financial Advisor

  • SmartAsset’s free tool matches you with up to three financial advisors who serve your area, and you can interview your advisor matches at no cost to decide which one is right for you. If you’re ready to find an advisor who can help you achieve your financial goals, get started now.
  • Whether you're a seasoned investor or are just getting started, it pays to figure out about how much you'll need to earn in order to reach your goals. To get started, try using SmartAsset's free investment calculator.

How Long $1mm Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology We analyzed data on average expenditures for seniors, cost of living and investment returns to determine how many years of retirement a $1 million nest egg would cover in cities across America.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research