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STEWARDSHIP FINANCIAL PLANNING

TARRYTOWN, NY · CRD 128676 · IAPD ↗ · stewardshipfp.com · 914-380-1421

$65.5MRegulatory AUM
1Advisory reps
1Employees
24Clients
51-100Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — STEWARDSHIP FINANCIAL PLANNING moved its main office from IRVINGTON, NY to TARRYTOWN, NY.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
42
June 2026 — STEWARDSHIP FINANCIAL PLANNING notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — STEWARDSHIP FINANCIAL PLANNING reported RAUM up 32% ($49.8M -> $65.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — STEWARDSHIP FINANCIAL PLANNING reported RAUM up 35% ($37.0M -> $49.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — STEWARDSHIP FINANCIAL PLANNING reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — STEWARDSHIP FINANCIAL PLANNING now reports custody of client assets ($1.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.