Stewardship Advisory Group, LLC

Stewardship Advisory Group, LLC is a registered investment adviser based in Clermont, Florida, established in February 2013 by Jeff Rogers, a financial advisor with over 30 years of experience. The firm specializes in fee-based Comprehensive Wealth Management, Investment Management, and Consultation Services, offering services such as Retirement Analysis, Investment Planning, Survivor Needs & Risk Management Analysis, Estate Plan Analysis, College Education Planning, and more. Stewardship also provides sub-advisory services to third-party advisors and offers services to Employer Sponsored Qualified Retirement Plans. The firm charges fees for its services, with Wealth Management and Consultation Services fees ranging from $500 to $6,750 per module, or $5,000 for a Comprehensive Plan. Investment Management fees are charged quarterly based on assets under management, starting at 1.00% for assets up to $2 million. Stewardship may receive referral fees for recommending third-party money managers and offers seminars and workshops on various financial topics. Stewardship Advisory Group does not accept performance-based fees, has no minimum asset requirement for clients, and does not have custody of client assets. The firm may request investment discretion from clients and does not vote proxies on behalf of clients. Stewardship Advisory Group discloses potential conflicts of interest, including affiliations with other financial industry entities and insurance products. The firm maintains a Code of Ethics and emphasizes its fiduciary obligation to clients.