Family Steward Wealth Consulting®

Family Steward Wealth Consulting® (CRD# 130406) is a financial advisory firm headquartered in North Palm Beach, FL. They manage $59,100,000 in 187 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $316,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Family Steward Wealth Consulting®
Showing 1 - 4 of 4 top financial advisors.
1
Charles W. Cairnes
CRD#: 5039764
1208 U.s. Highway 1, Suite A, North Palm Beach, FL 33408
96
Wealthminder
score

Charles Cairnes (CRD# 5039764) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in North Palm Beach, FL and has over 17 years of experience in the finance industry. Charles Cairnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carol H. Chesser
CRD#: 2118118
1208 U. S. Highway 1, Suite A, North Palm Beach, FL 33408
96
Wealthminder
score

Carol Chesser (CRD# 2118118) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in North Palm Beach, FL and has over 24 years of experience in the finance industry. Carol Chesser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Sanford V. Howard
CRD#: 4593342
1208 U. S. Highway 1, Suite A, North Palm Beach, FL 33408
93
Wealthminder
score

Sanford Howard (CRD# 4593342) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in North Palm Beach, FL and has over 14 years of experience in the finance industry.

4
Walter F. Burns
CRD#: 1410185
1208 U. S. Highway 1, Suite A, North Palm Beach, FL 33408
76
Wealthminder
score

Walter Burns (CRD# 1410185) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in North Palm Beach, FL and has over 31 years of experience in the finance industry. Walter Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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