Stewardship Advisory Group, LLC (SEC-registered fiduciary Investment Adviser, CRD #165710, SEC File #801-77684) is an independent wealth management, retirement income, and estate legacy planning firm located on State Road 50 in Clermont, Florida. Founded and chaired by Chief Executive Officer Jeffrey Paul "Jeff" Rogers, CEP®, CKA® (CRD #2332472), a Certified Estate Planner™ and Certified Kingdom Advisor® with more than three decades of advisory experience, the practice serves retirees across Clermont, Minneola, Groveland, and South Lake County 55+ communities (including Kings Ridge and Summit Greens) with fiduciary portfolio management, proactive tax and RMD withdrawal strategies, zero-estate-tax charitable legacy design, and FRS pension transitions.
Official Verification Sources: SEC Investment Adviser Public Disclosure (Stewardship Advisory Group, LLC); SEC IAPD Individual Profile (Jeffrey Paul Rogers, CEP®, CKA®); Stewardship Advisory Group Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-77684; independent fiduciary Registered Investment Adviser registered in March 2013 and headquartered at 17011 State Road 50, Suite 203, Clermont, FL 34711, utilizing Charles Schwab & Co. as primary custodian. Fee-based fiduciary advisory; acceptsMedicaid: false, acceptsMedicare: false.
Issuer: SEC / National Institute of Certified Estate Planners
Notes: Founded and led by Chairman, President & CEO Jeffrey Paul Rogers, CEP®, CKA® (CRD #2332472), holding the Certified Estate Planner™ (CEP®) and Certified Kingdom Advisor® (CKA®) credentials.
Factual details and direct answers about Stewardship Advisory Group, LLC's services, licensing, and credentials.
Is Stewardship Advisory Group in Clermont an SEC-registered fiduciary firm?
Yes. Stewardship Advisory Group, LLC is an independent, SEC-registered fiduciary Investment Adviser operating under CRD #165710 and SEC File #801-77684 from its office at 17011 SR 50, Suite 203, Clermont, Florida 34711.
What specialized retirement and estate credentials does founder Jeff Rogers hold?
Founder and Chairman Jeffrey P. Rogers (CRD #2332472) holds the Certified Estate Planner™ (CEP®) and Certified Kingdom Advisor® (CKA®) designations, helping Clermont and South Lake County retirees coordinate tax-efficient retirement income, RMD withdrawals, and multi-generational estate transfers.
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