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STEWARDSHIP FINANCIAL PLANNING
Legal name: STEWARDSHIP FINANCIAL SERVICES, INC.
CRD 128676File 801-128810
APPROVED
Retail clients
Custody
Filing as of Jul 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$65.5M
Bottom 25% of cohort (national)
Discretionary AUM
$17.2M
Non-discretionary $48.3M
Clients
39
102 accounts
Employees
1
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 29, 2023
- Principal office
- 660 WHITE PLAINS ROAD, SUITE 510, TARRYTOWN, NY, 10591
- Phone
- 914-380-1421
- Website
- HTTP://WWW.STEWFS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $65.5M
- Discretionary AUM
- $17.2M
- Non-discretionary AUM
- $48.3M
- Discretionary accounts
- 38
- Non-discretionary accounts
- 64
- Total accounts
- 102
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $59.5M |
| Individuals (other than high net worth individuals) | 13 | $6.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.