Jason Saxon
Private Wealth Partners · Mill Valley, California
Jason Saxon is a fee-only financial advisor at Private Wealth Partners in Mill Valley, California. Jason focuses on estate & legacy planning, tax planning and family wealth transfer. Private Wealth Partners reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Jason →
Specialties
Who they serve
- High earners
- Early-career professionals
- Multi-generational families
Facts
| Firm | Private Wealth Partners |
|---|---|
| Based in | Mill Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $1.92B across 601 accounts |
| SEC registration | Investment adviser representative in CA, MT, TX · CRD 1791644 |
| Exams passed | Series 63 (1995) · Series 65 (2026) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pwpart.com |
Request an introduction to Jason
Tell Jason a little about what you're looking for. Jason 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 Jason
Is Jason Saxon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Private Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Private Wealth Partners, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Jason Saxon based?
Jason Saxon is based in Mill Valley, California.
What does Jason specialize in?
Jason's specialties include estate & legacy planning, tax planning and family wealth transfer. Jason works with high earners, early-career professionals and multi-generational families.
Is Jason Saxon registered with the SEC?
Yes. Jason Saxon is registered as an investment adviser representative in CA, MT and TX (CRD 1791644), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Private Wealth Partners manage?
Private Wealth Partners reports $1.92B across 601 accounts in assets under management.
How do I contact Jason Saxon?
Through Jason's website, www.pwpart.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
- Private Wealth 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.