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The brochure specifies ownership, service models, and how clients receive financial plans, ongoing support, and review meetings. It explains discretionary versus non-discretionary account management, portfolio implementation through strategic partnerships, reporting, and the firm’s approach to fees and client information. It also states prior filing material changes and provides core contact and regulatory disclosures.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/sound-stewardship-llc-part-2a-of-form-adv-firm-brochure/203899/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/sound-stewardship-llc-part-2a-of-form-adv-firm-brochure/203899.png","ImageObject",300,407,{"name":92,"@type":93},"Theodora","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-08","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",11,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"What is the document’s purpose in the Form ADV Part 2A firm brochure?","Question",{"text":113,"@type":114},"It provides information about Sound Stewardship, LLC’s qualifications and its business practices, including how services are delivered and how client accounts are managed.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What service models does Sound Stewardship offer?",{"text":118,"@type":114},"The brochure lists four service models: Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed, and Public Speaking.",{"name":120,"@type":111,"acceptedAnswer":121},"How does discretionary account management differ from non-discretionary management?",{"text":122,"@type":114},"For discretionary accounts, clients authorize the firm to place trades without contacting them before each trade. For non-discretionary accounts, the firm seeks and receives the client’s authorization before processing transactions.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},203899,1788564793,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":39,"category_name":40,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":140,"language":141,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":142,"faqs":143,"seo_title":144,"seo_description":67,"update_tm":130,"read_time":145},687197207919,"https://ap-avatar.wpscdn.com/avatar/a000253d6f5f7c60be?x-image-process=image/resize,m_fixed,w_180,h_180&k=1779446848396160552","PART 2A OF FORM ADV: FIRM BROCHURE  \nMarch 2, 2026  \nThis brochure provides information about the qualifications and business practices of Sound Stewardship, LLC. If you have any questions about the contents of this brochure, please contact us at [913-317-6000 or matt@soundstewardship.com. The](913-317-6000 or matt@soundstewardship.com. The) information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.  \nAdditional information about Sound Stewardship also is available on the SEC’s website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov).  \nSound Stewardship, LLC  \nCRD No: 129755  \n9101 W 110th St, Suite 150  \nOverland Park, KS 66210  \nPhone: 913-317-6000  \nFax: 913-948-6270  \n[www.soundstewardship.com](www.soundstewardship.com)  \nITEM 2 MATERIAL CHANGES  \nThere have been no material changes since the last filing of our Firm Brochure, dated April 25, 2025.  \nITEM 3 TABLE OF CONTENTS PAGE  \nItem 1 Cover Page 1  \nItem 2 Material Changes 2  \nItem 3 Table of Contents 2  \nItem 4 Advisory Business 3  \nItem 5 Fees and Compensation 5  \nItem 6 Performance-Based Fees and Side-By-Side Management 8  \nItem 7 Types of Clients 8  \nItem 8 Methods of Analysis, Investment Strategies and Risk of Loss 8  \nItem 9 Disciplinary Information 9  \nItem 10 Other Financial Industry Activities and Affiliations 9  \nItem 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading 9  \nItem 12 Brokerage Practices 10  \nItem 13 Review of Accounts 12  \nItem 14 Client Referrals and Other Compensation 13  \nItem 15 Custody 13  \nItem 16 Investment Discretion 14  \nItem 17 Voting Client Securities 14  \nItem 18 Financial Information 14  \nITEM 4 ADVISORY BUSINESS  \nSound Stewardship, LLC is an investment adviser registered with the United States Securities and Exchange Commission (SEC) whose principal place of business is in Kansas. Sound Stewardship began conducting business in 2004.  \nThe firm is owned by Matthew Johnne Syverson and Jonathan David Harrison.  \nSound Stewardship provides comprehensive consultations addressing your specific financial issues. Your Advisor provides you with a detailed financial analysis and recommendations to guide you toward the achievement of your objectives. We offer 4 different service models: Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed and Public Speaking.  \nANNUAL PLANNING RELATIONSHIP (APR)  \nClients receive a written financial plan and ongoing support, executive summary follow-ups after each session, quarterly meetings with net worth updates, an annual review meeting, along with periodic updates on the economy and/or federal and state tax laws. In general, the  \nfinancial plan can address any or all of the following areas:  \n1. Net Worth Inventory  \n2. Cash Flow and Emergency Reserves  \n3. Debt Management  \n4. Major Purchases and /or Liquidations  \n5. Tax Review and Planning  \n6. Retirement Planning  \n7. Investment Management  \n8. Education Planning  \n9. Insurance Planning  \n10. Estate Planning and Survivor Support  \n11. Charitable Gift Planning  \n12. Special Needs Planning  \n13. Credit Review and Identity Theft Considerations  \n14. Disaster Preparedness Considerations  \n15. Business Planning  \nOur Investment Management Service includes the following:  \nSound Stewardship provides wealth management services to Annual Planning Relationship Clients on a discretionary basis, with nondiscretionary management only by request. The management service includes, among other things, providing advice regarding asset allocation and the selection of investments. Account management is guided by the stated objectives of the Client (i. e., capital appreciation, income, growth and income or capital preservation) .  \nFor accounts managed on a discretionary basis, Clients sign an agreement with our firm, giving us authorization to place trades without contacting the Client prior to each tra","cbCaiiMX7zIrJTX6","https://ap.wps.com/l/cbCaiiMX7zIrJTX6","pdf",946519,29,"English","# Item 2 Material Changes\n# Item 4 Advisory Business\n## Annual Planning Relationship (APR)\n# Item 5 Fees and Compensation\n# Item 6 Performance-Based Fees and Side-By-Side Management\n# Item 7 Types of Clients\n# Item 8 Methods of Analysis, Investment Strategies and Risk of Loss\n# Item 9 Disciplinary Information\n# Item 10 Other Financial Industry Activities and Affiliations\n# Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading\n# Item 12 Brokerage Practices\n# Item 13 Review of Accounts\n# Item 14 Client Referrals and Other Compensation\n# Item 15 Custody\n# Item 16 Investment Discretion\n# Item 17 Voting Client Securities\n# Item 18 Financial Information","[{\"question\":\"What is the document’s purpose in the Form ADV Part 2A firm brochure?\",\"answer\":\"It provides information about Sound Stewardship, LLC’s qualifications and its business practices, including how services are delivered and how client accounts are managed.\"},{\"question\":\"What service models does Sound Stewardship offer?\",\"answer\":\"The brochure lists four service models: Annual Planning Relationship, Transition Planning Relationship, Hourly-As-Needed, and Public Speaking.\"},{\"question\":\"How does discretionary account management differ from non-discretionary management?\",\"answer\":\"For discretionary accounts, clients authorize the firm to place trades without contacting them before each trade. For non-discretionary accounts, the firm seeks and receives the client’s authorization before processing transactions.\"}]","Sound Stewardship, LLC - Part 2A of Form ADV - Firm Brochure | PDF",73]