Firm
Stewart Wealth Management
San Rafael, California
Fee-only
Stewart Wealth Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 346 individual clients, 201 of them high net worth.
- Its average account is about $365,000 (assets it manages divided by its 1,593 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Rafael, California |
|---|---|
| Website | stewartwealthmgt.com |
| Phone | (415) 499-1544 |
Stewart Wealth Management 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 | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We have a 500k minimum to get started." source
"SWM only receives fees as a percentage of assets under management." 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 | $582 million |
| Individual clients | 145 |
| High-net-worth clients | 201 |
| Accounts managed | 1,593 |
| Employees | 4 |
| Planning clients | 0 |
| Registered with | The SEC (801-110534) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 143425 |