Stewardship Advisory Group, LLC

Stewardship Advisory Group, LLC (CRD# 165710) is a financial advisory firm headquartered in Ocoee, FL. They manage $114,795,867 in 686 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    686
    ACCOUNTS
  • Average Account Value
    $167,341
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • 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.

AL, AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Stewardship Advisory Group, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Robert M. Morgan
CRD#: 2896246
Jacksonville, FL
96
Wealthminder
score

Robert Morgan (CRD# 2896246) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Jacksonville, FL and has over 20 years of experience in the finance industry. Robert Morgan 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
Sean C. Wood
CRD#: 5728258
885 Sedalia Street, Suite 102, Ocoee, FL 34761
96
Wealthminder
score

Sean Wood (CRD# 5728258) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Ocoee, FL and has over 7 years of experience in the finance industry. Sean Wood 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
Craig A. Ackermann
CRD#: 4187403
7740 Byron Center Ave, Sw, Suite 101, Byron Center, MI 49315
93
Wealthminder
score

Craig Ackermann (CRD# 4187403) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Byron Center, MI and has over 17 years of experience in the finance industry.

4
Todd W. Ackermann
CRD#: 2030049
7740 Byron Center Ave, Sw, Suite 101, Byron Center, MI 49315
93
Wealthminder
score

Todd Ackermann (CRD# 2030049) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Byron Center, MI and has over 27 years of experience in the finance industry.

5
Raymond E. Duenas
CRD#: 3183730
Orlando, FL
93
Wealthminder
score

Raymond Duenas (CRD# 3183730) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Orlando, FL and has over 18 years of experience in the finance industry.

6
James F. Grose
CRD#: 2229447
Deland, FL
93
Wealthminder
score

James Grose (CRD# 2229447) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Deland, FL and has over 17 years of experience in the finance industry.

7
William C. Grose
CRD#: 4565994
Marietta, GA
93
Wealthminder
score

William Grose (CRD# 4565994) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Marietta, GA and has over 15 years of experience in the finance industry.

8
Cecil M. Hight
CRD#: 4628882
Mansfield, TX
93
Wealthminder
score

Cecil Hight (CRD# 4628882) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Mansfield, TX and has over 14 years of experience in the finance industry.

9
Joseph C. Morson
CRD#: 4249722
1735 Tarrytown Ave, Crofton, MD 21114
93
Wealthminder
score

Joseph Morson (CRD# 4249722) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Crofton, MD and has over 17 years of experience in the finance industry.

10
Jennifer L. Feller
CRD#: 6063052
1240 Bergen Pkwy, A-220, Evergreen, CO 80439
88
Wealthminder
score

Jennifer Feller (CRD# 6063052) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Evergreen, CO and has over 2 years of experience in the finance industry.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.