Marsjewett Financial Group
SEC RegisteredNavigating life's financial complexities—together.
About the firm
MarsJewett is a financial advisory team that treats clients like family, getting to know them beyond their balance sheet and handling their assets, goals, and legacy with personal care. Founded in 2001 by Glenn Mars and Scott Jewett, the firm operates as a fiduciary and offers comprehensive, personalized wealth management across all areas of a client's balance sheet.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive, personalized wealth management spanning investment management, retirement planning, estate planning, education planning, tax strategies, charitable giving, business planning, and risk and insurance strategies.
Who they serve
Individuals, persons, and families seeking personalized financial planning and wealth management.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $9,000,000 | 0.55% |
| Above $10,000,000 | 0.45% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marsjewett Financial Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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