CERTIFIED FINANCIAL PLANNER™ Professionals
All financial planners at Stewart & Associates hold CFP® certification, which means they have met the rigorous education, examination, experience, and ethics requirements established by the CFP Board. CFP® professionals must also complete 30 hours of continuing education every two years to maintain their certification. Read more.
Fee-Only Financial Planners
Stewart & Associates is compensated solely and directly by the client, and we do not receive any payments that are contingent upon the purchase or sale of a financial product. We charge hourly for our services, rather than basing fees on client assets. We believe this hourly approach is a very fair way of billing clients—they pay only for the financial planning and investment advice they want and need, nothing more.
Independent
Stewart & Associates is not affiliated with any bank, insurance company, brokerage firm, or mutual fund company and collects no commissions or referral fees from third parties. The Administrative Rules of Montana and the CFP Board’s Rules of Conduct specify that Stewart & Associates must provide financial planning services as a fiduciary and is, therefore, required to act in the best interest of the client.