Benjamin Stewart
Stewart Wealth Management · San Rafael, California
Benjamin Stewart is a fee-only financial advisor at Stewart Wealth Management in San Rafael, California. Benjamin charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, tax planning and small business owners.
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Specialties
Facts
| Firm | Stewart Wealth Management |
|---|---|
| Based in | San Rafael, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $581.5M across 1,593 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4350475 |
| Exams passed | Series 63 (2001) · Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stewartwealthmgt.com |
| Profile |
How Benjamin's firm compares
- Stewart Wealth Management's average account is about $365,000, from its Form ADV (assets managed divided by 1,593 accounts).
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Questions about Benjamin
Is Benjamin Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Stewart Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin charges a percentage of assets.
How much does Benjamin charge?
According to Stewart Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Benjamin Stewart based?
Benjamin Stewart is based in San Rafael, California.
What does Benjamin specialize in?
Benjamin's specialties include retirement planning, tax planning and small business owners.
Is Benjamin Stewart registered with the SEC?
Yes. Benjamin Stewart is registered as an investment adviser representative in TX (CRD 4350475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stewart Wealth Management manage?
Stewart Wealth Management reports $581.5M across 1,593 accounts in assets under management.
How do I contact Benjamin Stewart?
Through Benjamin's website, www.stewartwealthmgt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Stewart Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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