Sound Stewardship - Part 2A - Firm Brochure - February 22, 2018

Sep 4, 2026

Firm Brochure Part 2A dated February 22, 2018 describes Sound Stewardship, LLC’s qualifications and business practices as a registered investment adviser. It outlines material changes since the prior updated brochure and presents key sections including advisory business, fees and compensation, investment strategies and risk of loss, client types, disciplinary information, brokerage practices, account review, custody, and voting. The advisory business section explains service models, annual planning support, investment management approach, portfolio customization, and how recommendations are implemented at the client’s discretion.

LanguageEnglish

CategoryResearch & Report

FormatPDF

Pages31

Reading Time1 h 18 min

AccessFree to download

Item 2 Material Changes

Item 3 Table of Contents Page

Item 4 Advisory Business

Annual Planning Relationship (APR)

Investment Management Service

What We Do For You

What Makes Sound Stewardship Unique?

PART 2A OF FORM ADV: FIRM BROCHURE FEBRUARY 22, 2018 This 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. Additional information about Sound Stewardship also is available on the SEC’s website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov). Sound Stewardship, LLC CRD No: 129755 7300 College Blvd., Suite 175 Overland Park, KS 66210 Phone: 913-317-6000 Fax: 913-948-6270 [www.soundstewardship.com](www.soundstewardship.com) ITEM 2 MATERIAL CHANGES We have no material changes to report since the filing of our last updated Firm Brochure dated 5/3/2017 . ITEM 3 TABLE OF CONTENTS PAGE Item 1 Cover Page 1 Item 2 Material Changes 2 Item 3 Table of Contents 2 Item 4 Advisory Business 3 Item 5 Fees and Compensation 6 Item 6 Performance-Based Fees and Side-By-Side Management 9 Item 7 Types of Clients 9 Item 8 Methods of Analysis, Investment Strategies and Risk of Loss 9 Item 9 Disciplinary Information 11 Item 10 Other Financial Industry Activities and Affiliations 11 Item 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading 11 Item 12 Brokerage Practices 13 Item 13 Review of Accounts 17 Item 14 Client Referrals and Other Compensation 17 Item 15 Custody 18 Item 16 Investment Discretion 18 Item 17 Voting Client Securities 18 Item 18 Financial Information 19 ITEM 4 ADVISORY BUSINESS Sound 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. The firm is wholly owned by Matthew Johnne Syverson, CFP® . Sound Stewardship provides comprehensive consultations addressing your specific financial issues. Your adviser provides you with a detailed financial analysis and recommendations to guide you toward the achievement of your objectives. We offer 3 different service models: Annual Planning Relationship, Hourly-As-Needed and Public Speaking. ANNUAL PLANNING RELATIONSHIP (APR) Clients 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 financial plan can address any or all of the following areas: 1. Net Worth Inventory 2. Cash Flow and Emergency Reserves 3. Major Purchases and /or Liquidations 4. Tax Planning 5. Retirement Analysis 6. Investment Analysis 7. Education Planning 8. Insurance Planning 9. Estate Planning and Survivor Support 10.Charitable Gift Planning 11.Special Needs Planning 12.Credit Review and Identity Theft Considerations 13. Disaster Preparedness Considerations 14. Business Planning Our Life Planning Services include in-depth facilitation surrounding the following: • Your Life Purpose Statement • Your Stewardship Philosophy Our Investment Management Service includes the following: Sound Stewardship provides wealth management services to Annual Planning Relationship clients on a nondiscretionary basis, defined as giving ongoing advice to a client or making investments for a client based on the individual needs of the client. We won’t process transactions without seeking and receiving the client’s authorization first. 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., capit

FAQs

What does the Firm Brochure Part 2A cover for Sound Stewardship, LLC?

It provides information about Sound Stewardship’s qualifications and business practices, including how the firm conducts its advisory business and key sections such as fees, investment strategies, client types, and brokerage practices.

Are there any material changes reported since the prior updated Firm Brochure dated 5/3/2017?

No material changes are reported since the filing of the last updated Firm Brochure dated 5/3/2017.

What service models does Sound Stewardship offer?

Sound Stewardship offers three service models: Annual Planning Relationship, Hourly-As-Needed, and Public Speaking.

Sep 4, 2026

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