Truewealth Stewardship, LLC

Truewealth Stewardship, LLC is a fee-only investment adviser registered with the securities regulator of Iowa, with its main office in Marion, Iowa. On its latest Form ADV, filed March 20, 2026, it reports 47 individual clients and 1 employee who gives 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	State-registered: Iowa
Firm CRD number	318019
Office	888 10th Street Suite 101 Marion, IA 52302
Phone	(319) 373-4124
Website	www.truewealthstewardship.com
Regulatory assets under management	Not reported
Individual clients	42 non-high-net-worth, 5 high-net-worth
Financial planning clients	26-50
How it charges	Hourly, Fixed fee
Services	Financial planning, Educational seminars
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	March 20, 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.
• 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 Marion

• Stewards Advisory Services $128M

Nearby

• Hiawatha 1 firm
• Cedar Rapids 6 firms
• North Liberty 2 firms
• Coralville 4 firms