Adam Jewett
Adam Jewett is a CFP, ChFC-designated registered investment advisor at Abundant Wealth Management LLC, based in Marshfield, MA, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 248 clients with $230M 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 - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $8.0M | 0.60% |
| $8M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
Marshfield, MA
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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
Adam is a Sales Vice President at The Smith Companies/Capitas Fin'l, providing point of sale support for financial advisors in making insurance recommendations, dedicating full-time hours to this role. He is also an IAR Rep at TLG Advisors Inc, spending a few hours per week on RA business.
Employment History
Current Registrations
Abundant Wealth Management LLC
The Leaders Group, INC.
The Leaders Group, INC.Broker
Previous Registrations
Tlg Advisors, INC.
John Hancock Distributors LLCBroker
Ameriprise Financial Services, INC.Broker
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.