The Jones Stewardship Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,500,000
Clients
8
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$312,500
About
The Jones Stewardship Group, LLC serves a very small client base of individuals (including high‑net‑worth clients), along with a limited number of businesses, charities and small pension plans, providing financial planning, written plans, and portfolio management. The firm offers implementation and ongoing monitoring services and assists clients in selecting other money managers for investments it does not manage directly.
The firm’s investment approach is grounded in fundamental analysis and places client assets in stocks, bonds, mutual funds (including ETFs), government securities and options; it tailors strategies through individual consultations and accommodates both discretionary and non‑discretionary account arrangements while generally trading infrequently. In addition to percentage‑of‑AUM portfolio management, the firm offers an ongoing monitoring retainer model and may recommend outside managers for alternative investments, which it monitors on clients’ behalf.
What is distinctive for this small, single‑advisor firm is the combination of a subscription‑style ongoing monitoring arrangement, periodic educational workshops and consulting offered through affiliated entities, and the practice of receiving a portion of fees from outside managers when those managers are recommended. The firm also discloses that it does not accept sales commissions, that its principal maintains substantial outside employment, and that it does not vote client securities.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Active portfolio management
Passive / index investing
Fee options
Written financial plan fees ranging from $200 to $2,000 (one-time), with a non-refundable deposit of 50% due at engagement.
Negotiable hourly fee up to $150/hour for financial planning, paid after consultations.
Ongoing monitoring (retainer) fees ranging from $50 to $150 per month depending on scope and complexity of services.
Fee-only: Written financial planning fees ranging from $200 to $2,000 (one-time) based on complexity; negotiable hourly fee up to $150/hour; ongoing monitoring (retainer) fees from $50 to $150 per month.
Main office location
The Jones Stewardship Group, LLC
9245 Laguna Springs Dr, Suite 200
Elk Grove CA 95758, United States
Number of offices
2
Most active in
The Jones Stewardship Group, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")