Jared Barnecut
Stewart Wealth Management · San Rafael, California
Jared Barnecut is a fee-only financial advisor at Stewart Wealth Management in San Rafael, California, who holds the CFP credential. Jared 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 5129271 |
| Exams passed | Series 66 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.stewartwealthmgt.com |
| Profile |
How Jared'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 Jared
Is Jared Barnecut a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared 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 Jared charge for financial advice?
Jared charges a percentage of assets.
How much does Jared charge?
According to Stewart Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jared Barnecut based?
Jared Barnecut is based in San Rafael, California.
What does Jared specialize in?
Jared's specialties include retirement planning, tax planning and small business owners.
What credentials does Jared Barnecut hold?
Jared Barnecut holds the CFP credential.
Is Jared Barnecut registered with the SEC?
Yes. Jared Barnecut is registered as an investment adviser representative in CA (CRD 5129271), 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 Jared Barnecut?
Through Jared'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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