Firm
MarsJewett Financial Group
Bellevue, Washington
Fee-only
MarsJewett Financial Group at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 7 advisors are listed here; 4 of 7 hold the CFP.
- Its Form ADV reports 16 employees and 717 individual clients, 371 of them high net worth.
- Its average account is about $426,000 (assets it manages divided by its 2,115 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| Website | marsjewett.com |
| Phone | (425) 289-5000 |
MarsJewett Financial Group fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|---|
| How it charges | Percentage of assets · Flat fee |
In the firm's words
"we do not have a minimum portfolio size" source
"Most of our clients have a net worth of $1 million or more" source
"Investment Advisory Fee based on Assets Under Management (AUM)" source
"Fees for Comprehensive Financial Planning" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $901 million |
| Individual clients | 346 |
| High-net-worth clients | 371 |
| Accounts managed | 2,115 |
| Employees | 16 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-113548) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 297388 |