Brian Mars
Brian Mars is a CFP-designated registered investment advisor at Marsjewett Financial Group, based in Bellevue, WA, with 19 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 671 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
MJFG may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
11235 SE 6th Street, Suite 110, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brian is a financial advisor shareholder at Mars Jewett Financial Group, Inc. since 2018, spending nearly full-time hours meeting with clients, developing financial plans, and managing staff. Brian is also an independent insurance agent since 2016, but currently only services existing policies, dedicating minimal time to this.
Employment History
Current Registrations
Marsjewett Financial Group
Previous Registrations
Mutual Securities, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.