Stewardship Financial Planning

Overview

Stewardship Financial Planning is an SEC registered investment adviser based in Tarrytown, NY, registered since 2004. It reports $65.5M in assets under management across 102 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$65.5M

Discretionary

26%

Accounts

102

Average account

$642K

Employees

1

Advisory reps

1

Registered since

2004

Jurisdictions

2

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Hourly Charges

Executive officers 1 of 1

• John Belluardo President CRD 1920731

Advisory reps 1 of 1

• John Belluardo Investment Adviser Rep CRD 1920731

Location

Headquarters

660 White Plains Rd Ste 510
Tarrytown, NY 10591

County

Westchester

Metro area

New York-Newark-Jersey City, NY-NJ-PA

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: stewardshipfinancialplanning.com

Every state, with registration dates

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