Family Steward Wealth Consulting®

Family Steward Wealth Consulting® (CRD# 130406) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $85,269,471 in 182 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    182
    ACCOUNTS
  • Average Account Value
    $468,514
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Family Steward Wealth Consulting®
Showing 1 - 2 of 2 top financial advisors.
1
Walter F. Burns
CRD#: 1410185
800 Village Square Crossing, Suite 326, Palm Beach Gardens, FL 33410

Walter Burns (CRD# 1410185) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in Palm Beach Gardens, FL and has over 38 years of experience in the finance industry.

2
Carol H. Chesser
CRD#: 2118118
800 Village Square Crossing, Suite 326, Palm Beach Gardens, FL 33410

Carol Chesser (CRD# 2118118) is an Investment Advisor Representative working at Family Steward Wealth Consulting® in Palm Beach Gardens, FL and has over 31 years of experience in the finance industry.

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