Stewart Wealth Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Our maximum hourly rate will not exceed $300 per hour.”

Flat or project fee

$2,000⁠-⁠$12,000

“Our fixed fees typically range from $2,000 to $12,000, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stewart Wealth Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “How Fees Are Paid Investment management fees are billed quarterly, in advance, meaning that we invoice you before the three-month billing period has begun.”
• “Payment in full is expected upon invoice presentation.”
• “Unless otherwise noted in writing, our firm bills on cash.”

How Stewart Wealth Management, Inc.’s fees compare

• Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 10 other planners in San Rafael that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$12,000 spans the California median of $5,000. 70% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Stewart Wealth Management, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$250,000 in assets (stated in brochure)

Clients

346

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$581,542,155

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

143425

Website

stewartwealthmgt.com (opens in new tab)

Phone

(415) 499-1544

Can advise clients in 6 states: Arizona, California, New Hampshire, Texas, Virginia, Washington

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr

Compare all 26 planners in San Rafael