Sound Stewardship, LLC

Sound Stewardship, LLC is an investment advisor firm registered with the SEC since 2004, based in Kansas. The firm offers comprehensive financial consultations and provides wealth management services on a discretionary basis. Clients can choose from different service models, including Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed, and Public Speaking services. The firm's investment management service involves providing advice on asset allocation and investment selection based on client objectives. Clients have the option to impose restrictions on the firm's discretionary authority. Sound Stewardship manages approximately $243.6 million of clients' assets, with $202.9 million on a discretionary basis and $40.7 million on a non-discretionary basis as of December 31, 2024. The fee structure is based on the net wealth of clients, with fees agreed upon prior to entering into a contract. The firm charges a Simplified Fee for Annual Planning Relationship services and a flat fee for Transition Planning Relationship services. Hourly-As-Needed services are available for limited financial consultations. Sound Stewardship is a fee-only firm and does not receive commissions or third-party incentives. The firm does not charge performance-based fees and provides services to individuals and high-net-worth individuals without minimum account requirements. The firm's investment strategies include long-term and short-term purchases, and methods of analysis include asset allocation, fundamental analysis, mutual fund and ETF analysis, and quantitative analysis. Sound Stewardship does not vote proxies on behalf of clients and does not vote client securities. The firm does not require or solicit payment of fees in excess of $1,200 more than six months in advance of services rendered, and no financial statement is required as there are no financial conditions likely to impair meeting contractual obligations.