Stewards Wealth Planning, LLC

Overview

Stewards Wealth Planning, LLC is a state registered investment adviser based in Okemos, MI, registered since 2013. It reports $99.4M in assets under management across 764 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$99.4M

Discretionary

100%

Accounts

764

Average account

$13K

Employees

2

Advisory reps

2

Registered since

2013

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Michael Blair Douglas Chief Compliance Officer CRD 6592044

Advisory reps 2 of 2

• Michael Blair Douglas Insurance Agent · Investment Adviser Rep CRD 6592044
• Brian Michael Pugh Insurance Agent · Investment Adviser Rep CRD 7689743

Location

Headquarters

2190 Commons Pkwy
Okemos, MI 48864

County

Ingham

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• State registered
• Registered in 2 jurisdictions

Every state, with registration dates

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