Stewart Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stewart Wealth Management provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), trusts, qualified retirement plan sponsors, endowments, and business entities. The firm delivers discretionary and non‑discretionary portfolio management, financial planning, pension consulting, and separate consulting on private placements and other alternative investments.
Investment decisions are guided by strategic asset allocation, diversification and a core‑satellite approach that emphasizes low‑cost, institutional‑class mutual funds and ETFs and long‑term, tax‑aware rebalancing consistent with Modern Portfolio Theory. The brochure also makes clear that, for suitable clients and accounts, the firm may employ derivatives (for example, options and futures are listed among potential investments) and may use structured or borrowed positions and private placement vehicles.
Noteworthy features include the firm’s explicit treatment of derivatives and potential use of borrowing or structured‑finance arrangements in separately managed accounts—capabilities that are less common among peer team firms. The firm also combines these capabilities with private placement consulting and pension plan services while managing a relatively large asset base with a small advisory team.
Client services
Expertise
Fee options
Financial Planning fixed fees typically $2,000 to $12,000; Consulting Services fixed fees $2,000 to $12,000; Private Placement Consulting base fee $15,000 plus $5,000 for each additional placement
$100,000 - $250,000: 1.00% $250,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $4,000,000: 0.75% $4,000,001+: Negotiable
Financial Planning hourly rate up to $300/hour
Account minimum: $250,000 Minimum fee: Minimum annual fee is $1,000 Fee-only: Financial Planning fees charged hourly up to $300/hour or fixed fees typically ranging from $2,000 to $12,000; Consulting Services fixed fees typically ranging from $2,000 to $12,000; Private Placement Consulting base engagement fee $15,000 plus $5,000 per additional placement
Main office
1050 Northgate Drive, Suite 333
San Rafael CA 94903
Advisors at this office
3
Most active in
Arizona · California · New Hampshire · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Jared B
CFP®, Series 66
San Rafael, CA
Stewart Wealth Management, Inc.
Jared Barnecut is a CFP® with 19 years of industry experience, currently serving at Stewart Wealth Management, Inc. since 2007. He holds the Series 66 designation and is based in San Rafael, CA. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across around 337 client relationships. The firm’s investment approach focuses on strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, incorporating pension consulting and private placement consulting alongside the use of derivatives and leverage in separately managed accounts.
David W
CFP®, Series 63, Series 66
San Rafael, CA
Stewart Wealth Management, Inc.
David Wolfensperger is a CFP® with 14 years of industry experience, currently serving as an advisor at Stewart Wealth Management, Inc. since 2018. He is also a trustee of the Hans R. Wolfensperger GST Trust, an investment-related role. Stewart Wealth Management advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across about 337 client relationships. The firm emphasizes strategic asset allocation and global diversification using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework, and offers pension consulting and private placement consulting services alongside selective use of derivatives and leverage in separately managed accounts.
Benjamin S
Series 63, Series 65
San Rafael, CA
Stewart Wealth Management, Inc.
Benjamin Stewart is a financial advisor at Stewart Wealth Management, Inc. in San Rafael, CA, with 24 years of industry experience. He has been with Stewart Wealth Management since 2007. The firm advises individuals, families, trusts, endowments, qualified retirement-plan sponsors, and business entities, managing approximately $501 million across about 337 client relationships. Stewart Wealth Management employs a strategic asset allocation and global diversification approach, primarily using low-cost, institutional-class mutual funds and ETFs within a core-satellite framework grounded in Modern Portfolio Theory.
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