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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.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/document/","Document",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/document/research-report/","Research & Report",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/document/sound-stewardship-part-2a-firm-brochure-february-22-2018/203707/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/sound-stewardship-part-2a-firm-brochure-february-22-2018/203707.png","ImageObject",300,407,{"name":42,"@type":43},"Taylor Morgan","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-07","2026-09-04",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",11,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What does the Firm Brochure Part 2A cover for Sound Stewardship, LLC?","Question",{"text":63,"@type":64},"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.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"Are there any material changes reported since the prior updated Firm Brochure dated 5/3/2017?",{"text":68,"@type":64},"No material changes are reported since the filing of the last updated Firm Brochure dated 5/3/2017.",{"name":70,"@type":61,"acceptedAnswer":71},"What service models does Sound Stewardship offer?",{"text":72,"@type":64},"Sound Stewardship offers three service models: Annual Planning Relationship, Hourly-As-Needed, and Public Speaking.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},203707,1788562732,{"code":4,"msg":82,"data":83},"success",[84,88,92,96,101,106,111,115,120,123,127],{"id":22,"doc_module":4,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Story & Novel",90,"story-novel",{"id":26,"doc_module":4,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},"Literature",80,"literature",{"id":33,"doc_module":4,"doc_module_name":25,"category_name":93,"show_sort_weight":94,"slug":95},"Exam",70,"exam",{"id":97,"doc_module":4,"doc_module_name":25,"category_name":98,"show_sort_weight":99,"slug":100},5,"Comic",60,"comic",{"id":102,"doc_module":4,"doc_module_name":25,"category_name":103,"show_sort_weight":104,"slug":105},6,"Technology",50,"technology",{"id":107,"doc_module":4,"doc_module_name":25,"category_name":108,"show_sort_weight":109,"slug":110},7,"Healthcare",40,"healthcare",{"id":112,"doc_module":4,"doc_module_name":25,"category_name":29,"show_sort_weight":113,"slug":114},8,30,"research-report",{"id":116,"doc_module":4,"doc_module_name":25,"category_name":117,"show_sort_weight":118,"slug":119},9,"Religion & Spirituality",20,"religion-spirituality",{"id":118,"doc_module":4,"doc_module_name":25,"category_name":121,"show_sort_weight":118,"slug":122},"World Cup","world-cup",{"id":124,"doc_module":4,"doc_module_name":25,"category_name":125,"show_sort_weight":124,"slug":126},10,"Lifestyle","lifestyle",{"id":128,"doc_module":4,"doc_module_name":25,"category_name":129,"show_sort_weight":97,"slug":130},19,"General","general",{"code":4,"msg":82,"data":132},{"doc_id":79,"user_id":133,"nickname":42,"user_avatar":134,"doc_module":4,"category_id":112,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":140,"language":141,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":142,"faqs":143,"seo_title":144,"seo_description":12,"update_tm":80,"read_time":145},1099523885336,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","PART 2A OF FORM ADV: FIRM BROCHURE  \nFEBRUARY 22, 2018  \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  \n7300 College Blvd., Suite 175  \nOverland Park, KS 66210  \nPhone: 913-317-6000  \nFax: 913-948-6270  \n[www.soundstewardship.com](www.soundstewardship.com)  \nITEM 2 MATERIAL CHANGES  \nWe have no material changes to report since the filing of our last updated Firm Brochure dated 5/3/2017 .  \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 6  \nItem 6 Performance-Based Fees and Side-By-Side Management 9  \nItem 7 Types of Clients 9  \nItem 8 Methods of Analysis, Investment Strategies and Risk of Loss 9  \nItem 9 Disciplinary Information 11  \nItem 10 Other Financial Industry Activities and Affiliations 11  \nItem 11 Code of Ethics, Participation or Interest in Client Transactions and Personal Trading 11  \nItem 12 Brokerage Practices 13  \nItem 13 Review of Accounts 17  \nItem 14 Client Referrals and Other Compensation 17  \nItem 15 Custody 18  \nItem 16 Investment Discretion 18  \nItem 17 Voting Client Securities 18  \nItem 18 Financial Information 19  \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 wholly owned by Matthew Johnne Syverson, CFP® .  \nSound 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.  \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 financial plan can address any or all of the following areas:  \n1. Net Worth Inventory  \n2. Cash Flow and Emergency Reserves  \n3. Major Purchases and /or Liquidations  \n4. Tax Planning  \n5. Retirement Analysis  \n6. Investment Analysis  \n7. Education Planning  \n8. Insurance Planning  \n9. Estate Planning and Survivor Support  \n10.Charitable Gift Planning  \n11.Special Needs Planning  \n12.Credit Review and Identity Theft Considerations  \n13. Disaster Preparedness Considerations  \n14. Business Planning  \nOur Life Planning Services include in-depth facilitation surrounding the following:  \n• Your Life Purpose Statement  \n• Your Stewardship Philosophy  \nOur Investment Management Service includes the following:  \nSound 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","cbCaiapsdePIzihI","https://ap.wps.com/l/cbCaiapsdePIzihI","pdf",366507,31,"English","# Item 2 Material Changes\n# Item 3 Table of Contents Page\n# Item 4 Advisory Business\n## Annual Planning Relationship (APR)\n## Investment Management Service\n## What We Do For You\n## What Makes Sound Stewardship Unique?","[{\"question\":\"What does the Firm Brochure Part 2A cover for Sound Stewardship, LLC?\",\"answer\":\"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.\"},{\"question\":\"Are there any material changes reported since the prior updated Firm Brochure dated 5/3/2017?\",\"answer\":\"No material changes are reported since the filing of the last updated Firm Brochure dated 5/3/2017.\"},{\"question\":\"What service models does Sound Stewardship offer?\",\"answer\":\"Sound Stewardship offers three service models: Annual Planning Relationship, Hourly-As-Needed, and Public Speaking.\"}]","Sound Stewardship - Part 2A - Firm Brochure - February 22, 2018 | PDF",78]