Tony
Adkison
Stewardship Advisory Group, LLC
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About this Advisor
Tony Adkison is a financial advisor operating in Mansfield, Texas, who has 10 years of industry experience. Adkison is an advisor for Stewardship Advisory Group, LLC. Adkison has gained experience at United Planners' Financial Services, Synergy 4000 Llp / T Four Properties Llp, Stewardship Estate Planning, A To Z Tire, Stewardship Legacy Coaching, Stewardship Advisory Group, LLC, Tony Adkison Independent Insurance, Prime Concepts, LLC and Stewardship Legacy Coaching, LLC. Adkison holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Colorado and Texas. Stewardship Advisory Group, LLC is a financial advisory company operating out of Clermont, FL. The company has offices in seven locations and a total of 30 people on staff. It manages $329 million in total assets between its 927 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm advises seven charities and foundations. Of its 927 customer accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Stewardship Advisory Group, LLC offers a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial advisory services largely are based on which services are provided. Fee types billed by Stewardship Advisory Group, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stewardship Advisory Group, LLC Brokerage Details
$328,472,000
30
927
$354,339
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Tony Adkison Work History
Tony has been registered as a financial advisor for 10 years.*
Stewardship Legacy Coaching, LLC
Stewardship Legacy Coaching, LLC
Stewardship Advisory Group, LLC
United Planners' Financial Services
Synergy 4000 Llp / T Four Properties Llp
Stewardship Estate Planning
Tony Adkison Independent Insurance
Prime Concepts, LLC
Stewardship Legacy Coaching
A To Z Tire
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tony Adkison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stewardship Advisory Group, LLC
Byron Center, MI
Clermont, FL
Clermont, FL
Mansfield, TX
Clermont, FL
Evergreen, CO
Clermont, FL
Seattle, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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