Marsjewett Financial Group

Mars Jewett Financial Group, Inc. is a registered investment adviser based in Bellevue, WA, offering financial planning, consulting, and investment management services. Established in June 2018, the firm is owned by Glenn Mars, Scott Jewett, Brian Mars, and Elizabeth Sowle. As of December 31, 2024, the firm managed $734,675,738 in assets, with $729,437,607 under discretionary management. Clients can engage the firm for services such as business planning, trust and estate planning, retirement planning, and portfolio design. Investment management services include discretionary or non-discretionary portfolio management primarily using mutual funds and ETFs. The firm charges fees based on assets under management, with a tiered fee schedule ranging from 1.00% to 0.45%. Clients have the discretion to impose restrictions on account management. Mars Jewett Financial Group does not provide services for performance-based fees and offers services to various client types, including individuals, trusts, corporations, and retirement plans. The firm's investment strategies involve qualitative and quantitative analysis, focusing on risk-adjusted returns and expense ratios. Clients are advised on market risks, volatility risks, and cash management risks. The firm has not been involved in any material legal or disciplinary events. Clients receive regular account reviews and statements from the custodian. Mars Jewett Financial Group has custody of client funds and securities and may exercise investment discretion on behalf of clients. The firm does not vote client securities or accept third-party solicitor compensation.