Sound Stewardship, LLC
Assets Under Management
$243.6M
Number of Clients
190
Number of Advisors
8
Average Client AUM
$1.3M
AUM per Advisor
$30.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sound Stewardship, LLC offers comprehensive financial consultations and wealth management services through annual planning, transition planning, hourly as-needed, and public speaking engagements. They provide detailed financial analysis, investment advice, and ongoing support to help clients achieve their financial objectives. They manage assets on both discretionary and non-discretionary bases.
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
Location
9101 W. 110th St., Suite 150, Overland Park, KS, 66210
