Jared Redfield
Tidemark Financial Partners · San Diego, California
Jared Redfield is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California. Jared charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
Request an introduction to Jared →
Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 7181934 |
| Exams passed | Series 66 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
Request an introduction to Jared
Tell Jared a little about what you're looking for. Jared isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jared
Is Jared Redfield a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jared holds no broker registration, and Tidemark Financial Partners 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 flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Jared charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Jared Redfield based?
Jared Redfield is based in San Diego, California.
What does Jared specialize in?
Jared's specialties include retirement planning, estate & legacy planning and flat-fee planning. Jared works with executives and tech employees.
Is Jared Redfield registered with the SEC?
Yes. Jared Redfield is registered as an investment adviser representative in CA and TX (CRD 7181934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Jared Redfield?
Through Jared's website, tidemarkfp.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
- Tidemark Financial Partners 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.
See something wrong? Request a correction. Read our methodology.