Jared Barnecut is a CFP-designated registered investment advisor at Stewart Wealth Management, INC., based in San Rafael, CA, with 19 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 346 clients with $580M 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 $250K | 1.00% |
| $250K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees for accounts over $4,000,000 are negotiable. Minimum annual fee of $1,000 applies.
Fee Estimator
Location
1050 Northgate Drive, Suite 333, San Rafael, CA, 94903
Get directionsHistory
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 →Employment History
Current Registrations
Stewart Wealth Management, INC.
Previous Registrations
Ameriprise Financial Services, INC.
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.
Exams
More Advisors
- David Wolfensperger, CFPStewart Wealth Management, INC.
- Sabrina Lee, CFPFacet
- Lenore Rostoni, ChFCLPL Financial LLC
- Charles Pyfer, CFPWealthspire Advisors
- Samuel Gaeta, CFPMariner
- Tanya Steinhofer, CFA, CFPRedwood Grove Wealth Management