Jack Stemper
Ducere Wealth Management · Newport Beach, California
Jack Stemper is a fee-only financial advisor at Ducere Wealth Management in Newport Beach, California, who holds the CFP credential. Jack charges a percentage of assets (1% a year on the first tier of assets managed and typically works with clients with $5,000,000 or more) and focuses on founders (pre-exit), retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- High earners
- Mid-life transitions
- Multi-generational families
- Real estate investors
Facts
| Firm | Ducere Wealth Management |
|---|---|
| Based in | Newport Beach, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · Typically works with clients with $5,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $503.8M across 478 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2706084 |
| Exams passed | Series 63 (1996) · Series 65 (1997) · Series 66 (2003) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ducerewealth.com |
| Profile |
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Questions about Jack
Is Jack Stemper a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jack holds no broker registration, and Ducere Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jack charge for financial advice?
Jack charges a percentage of assets.
How much does Jack charge?
According to Ducere Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; typically works with clients with $5,000,000 or more.
Does Jack work with clients virtually?
Yes. Ducere Wealth Management says on its website that it works with clients remotely.
Where is Jack Stemper based?
Jack Stemper is based in Newport Beach, California.
What does Jack specialize in?
Jack's specialties include founders (pre-exit), retirement planning, estate & legacy planning, tax planning and real estate investors. Jack works with founders, high earners, mid-life transitions, multi-generational families and real estate investors.
What credentials does Jack Stemper hold?
Jack Stemper holds the CFP credential.
Is Jack Stemper registered with the SEC?
Yes. Jack Stemper is registered as an investment adviser representative in CA (CRD 2706084), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ducere Wealth Management manage?
Ducere Wealth Management reports $503.8M across 478 accounts in assets under management.
How do I contact Jack Stemper?
Through Jack's website, www.ducerewealth.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
- Ducere 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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