Top financial advisors in Clermont, FL
We’ve curated a list of the best financial advisors in Clermont, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$328,472,000
Number of advisors
30 advisors
| $328,472,000 | 30 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clermont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clermont. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$328,472,000 under management
30 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Clermont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Clermont. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.