Fee-OnlyFinder

Global Planning Stewards LLC

Financial planning in Baton Rouge, LA

State registeredNo commissions reported

Call (225) 936-3263Send a messageMap ↗

Public-record details

Address
8550 United Plaza Blvd, Ste 702, Baton Rouge, LA 70809
Phone
(225) 936-3263
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
286135
Registration
State registered: FL, LA
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$79.2 million
Accounts managed
310
Clients reported (Form ADV 5.D)
236
Individual / high-net-worth clients
226 / 6
Employees
1
Other business activities (Form ADV 6.A)
Also active as: broker-dealer, registered representative of a broker-dealer, insurance broker or agent
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-03-25

State registered (FL, LA) investment adviser, CRD 286135, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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