Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sound Stewardship is a fee-only firm. They charge a flat fee for Annual Planning Relationship (APR) services based on net wealth. For Transition Planning Relationship (TPR) services, the first year fee is $3,500 and the renewal fee is $2,500. Hourly services are available at $300/hour with a $600 minimum for 2 hours. Public speaking engagements are $2,500 per day or $900 for up to 3 hours. Third-party money manager fees are paid to the independent adviser selected by the client.
Areas of Practice
Advisor Information
Office location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kristin is the trustee of a trust that owns Cake Properties LLC, a real estate rental property. Her husband manages the business, and Kristin spends minimal time on it.