# Jared Audette

> Jared Audette is a fee-only financial advisor at Eagle Wealth Management Group in Valencia, California. Jared focuses on retirement planning. Eagle Wealth Management Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/jared-audette/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Eagle Wealth Management Group
- **Based in:** Valencia, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $417.5M across 483 accounts
- **Specialties:** Retirement planning
- **Works with:** Pre-retirees
- **CRD:** 5834052 (https://adviserinfo.sec.gov/individual/summary/5834052)
- **SEC registration:** Investment adviser representative in NC, SC
- **Exams passed:** Series 66 (2011)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.eaglewealthinc.com

## Frequently asked questions

### Is Jared Audette a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Eagle Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jared charge for financial advice?

Jared's firm, Eagle Wealth Management Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jared Audette based?

Jared Audette is based in Valencia, California.

### What does Jared specialize in?

Jared's specialties include retirement planning. Jared works with pre-retirees.

### Is Jared Audette registered with the SEC?

Yes. Jared Audette is registered as an investment adviser representative in NC and SC (CRD 5834052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Eagle Wealth Management Group manage?

Eagle Wealth Management Group reports $417.5M across 483 accounts in assets under management.

### How do I contact Jared Audette?

Through Jared's website, www.eaglewealthinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5834052): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://eaglewealthinc.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.