David Wolfensperger
Stewart Wealth Management · San Rafael, California
David Wolfensperger is a fee-only financial advisor at Stewart Wealth Management in San Rafael, California, who holds the CFP credential. David 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2406261 |
| Exams passed | Series 63 (1994) · Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stewartwealthmgt.com |
How David'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 David
Is David Wolfensperger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
How much does David charge?
According to Stewart Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is David Wolfensperger based?
David Wolfensperger is based in San Rafael, California.
What does David specialize in?
David's specialties include retirement planning, tax planning and small business owners.
What credentials does David Wolfensperger hold?
David Wolfensperger holds the CFP credential.
Is David Wolfensperger registered with the SEC?
Yes. David Wolfensperger is registered as an investment adviser representative in CA (CRD 2406261), 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 David Wolfensperger?
Through David'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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