Fee-only adviser · Huntington Beach, CA
Stewardship Wealth Management Solutions
Stewardship Wealth Management Solutions is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Huntington Beach, California. On its latest Form ADV, filed March 17, 2026, it reports $153M in regulatory assets under management, 204 individual clients and 2 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 | 322851 · SEC file 801-127270 |
| Office | 101 Main Street #230 Huntington Beach, CA 92648 |
| Phone | (714) 455-2955 |
| Website | www.stewardshipwms.com |
| Regulatory assets under management | $153M ($152M discretionary) |
| Individual clients | 159 non-high-net-worth, 45 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 17, 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 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.
Other fee-only advisers in Huntington Beach
- Weaver Consulting Group, LLC $1.0B
- Clay Northam Wealth Management $355M
- Capital Resources and Insurance, Inc $55M
- Gregory Advisors Inc. $1.4M
- Your Private Client Group, Inc. $237M
- Southland Investments $25M
See all 8 fee-only advisers in Huntington Beach →
Nearby
- Westminster 2 firms
- Seal Beach 4 firms
- Los Alamitos 2 firms
- Costa Mesa 8 firms
- Long Beach 8 firms
- Santa Ana 5 firms
- Newport 1 firm
- Newport Beach 63 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Stewardship Wealth Management Solutions? Update this listing.