# Family Steward Wealth Consulting®

> Family Steward Wealth Consulting® is a state-registered investment advisory firm, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 130406
- Filed as: FAMILY STEWARD WEALTH CONSULTING®
- Legal name: Burns Financial Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/130406
- AdvisorCensus page: https://advisorcensus.com/firm/family-steward-wealth-consulting-130406

## Quick answers

**How is Family Steward Wealth Consulting® compensated?**
On its Form ADV (Item 5.E, October 2026), Family Steward Wealth Consulting® reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Is Family Steward Wealth Consulting® registered with the SEC or a state?**
Family Steward Wealth Consulting® is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 130406.

**How much does Family Steward Wealth Consulting® manage?**
Family Steward Wealth Consulting® reports $105,078,046 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does Family Steward Wealth Consulting® serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (24); charitable organizations (1).

**Does Family Steward Wealth Consulting® report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130406

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $105,078,046
- Discretionary: $105,078,046
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $17,731,522 |
| High net worth individuals | 24 | $87,030,574 |
| Charitable organizations | 1 | $315,950 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2012 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/130406

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Family Steward Wealth Consulting® (CRD 130406): Form ADV filing data as of October 2026.