Insight Total Stewardship

Insight Total Stewardship (CRD# 281229) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $4,000,000 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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.


Financial Advisors at Insight Total Stewardship
Showing 1 - 1 of 1 top financial advisors.
Shayna L. Harvey
CRD#: 4192481
Two Bala Plaza, Suite 300, Bala Cynwyd, PA 19004

Shayna Harvey (CRD# 4192481) is an Investment Advisor Representative working at Insight Total Stewardship in Bala Cynwyd, PA and has over 17 years of experience in the finance industry. Shayna Harvey 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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