Fee-only adviser · Mount Joy, PA
Stewardship Advisors, LLC
Stewardship Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mount Joy, Pennsylvania. On its latest Form ADV, filed March 16, 2026, it reports $545M in regulatory assets under management, 674 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 277099 · SEC file 801-108174 |
| Office | 321 W. Main Street Mount Joy, PA 17552 |
| Phone | (717) 492-4787 |
| Website | www.mystewardshipadvisor.com |
| Regulatory assets under management | $545M ($538M discretionary) |
| Individual clients | 528 non-high-net-worth, 146 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 15 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Elizabethtown 1 firm
- Lancaster 17 firms
- Lititz 1 firm
- Hershey 2 firms
- Palmyra 1 firm
- York 2 firms
- Lebanon 1 firm
- Hummelstown 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Stewardship Advisors, LLC? Update this listing.