John Stewart
Physicians Wealth Solutions · Columbus, Ohio
John Stewart is a fee-only financial advisor at Physicians Wealth Solutions in Columbus, Ohio. John charges a percentage of assets and focuses on physicians & residents.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Physicians Wealth Solutions |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $43.3M across 135 accounts |
| SEC registration | Investment adviser representative in OH · CRD 860764 |
| Exams passed | Series 63 (1984) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | physicians-ws.com |
| Profile |
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Questions about John
Is John Stewart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Physicians Wealth Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Stewart based?
John Stewart is based in Columbus, Ohio.
What does John specialize in?
John's specialties include physicians & residents. John works with physicians.
Is John Stewart registered with the SEC?
Yes. John Stewart is registered as an investment adviser representative in OH (CRD 860764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Physicians Wealth Solutions manage?
Physicians Wealth Solutions reports $43.3M across 135 accounts in assets under management.
How do I contact John Stewart?
Through John's website, physicians-ws.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
- Physicians Wealth Solutions 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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