Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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
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Jonathan David HarrisonRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Sound Stewardship, LLC
State Registrations3 states
Exams
Additional Information
At Sound Stewardship we help you find confidence and contentment through faithful financial decision-making. We want to help you grow not just in wealth, but in wise stewardship, guided by your values.