Jennifer Stewart
Glassman Wealth · Washington, District of Columbia
Jennifer Stewart is a fee-only financial advisor at Glassman Wealth in Washington, District of Columbia, who holds the CFP credential. Jennifer focuses on retirement planning, estate & legacy planning and tax planning. Glassman Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Glassman Wealth |
|---|---|
| Based in | Washington, District of Columbia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Assets under management | $2.56B across 3,038 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DC, MD, VA · CRD 7687802 |
| Exams passed | Series 65 (2023) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.glassmanwealth.com |
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Questions about Jennifer
Is Jennifer Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Glassman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Glassman Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jennifer charge?
According to Glassman Wealth's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Jennifer Stewart based?
Jennifer Stewart is based in Washington, District of Columbia.
What does Jennifer specialize in?
Jennifer's specialties include retirement planning, estate & legacy planning and tax planning. Jennifer works with retirees.
What credentials does Jennifer Stewart hold?
Jennifer Stewart holds the CFP credential.
Is Jennifer Stewart registered with the SEC?
Yes. Jennifer Stewart is registered as an investment adviser representative in DC, MD and VA (CRD 7687802), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Glassman Wealth manage?
Glassman Wealth reports $2.56B across 3,038 accounts in assets under management.
How do I contact Jennifer Stewart?
Through Jennifer's website, www.glassmanwealth.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
- Glassman Wealth 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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