RIA Intel›Advisers›Maine›STEWARDSHIP FINANCIAL PLANNING, LLC

STEWARDSHIP FINANCIAL PLANNING, LLC

Advisory

ME

Data as of Jan 2, 2026 · Source: SEC Form ADV

Average account
$509K
across 110 accounts
AUM per adviser
$56M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM
$56M
Discretionary %
0%
Clients
42
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$56M
Discretionary AUM$0
Non-Discretionary AUM$56M
Discretionary %0%
Total Clients42
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

Closest by assets under management. All figures from Form ADV.

KIRKWOOD PRIVATE, LLC
$53M
AURORA FINANCIAL GROUP, LLC
PORTLAND, ME
$53M
-26.4% 1Y
JENNIFER L. ARPS, INC.
KENNEBUNK, ME
$60M
NICHOLS, JAMES WILLIAM
$60M
-11.8% 1Y
CAPITAL WEALTH PLANNING SERVICES LLC
BRUNSWICK, ME
$50M
TONGE INVESTMENT SERVICES , INC
$48M
-6.7% 1Y

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