Jacob Foster
Advisor at Diversified, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diversified, LLC
Location
Mountain Brook, AL 35213
Credentials
CFP®, Series 65, Series 66
Industry experience
5 years
About
Jacob Foster is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Diversified, LLC. Prior to joining the firm, he spent eight years in the transportation sector with Foster Transportation. Diversified, LLC offers investment advice and financial planning to a broad client base, including individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and integrates third-party managers and platforms to tailor asset allocation and diversification strategies according to client objectives and risk tolerances.
Client services
Based on Diversified, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
Fees for Elite bundle services specified in the Elite Services Agreement; may be flat fee, percentage of AUM, or combination.
$0+: Up to 1.95% annually (typical maximum asset management fee) $0+: Up to 1.5% annually for retirement plan advisory services $0+: Up to 0.50% annually for financial institution consulting services based on assets under advisement
Some Associates receive commissions for securities and insurance sales; commissions are separate and do not offset advisory fees.
Hourly fees for financial consulting services ranging from $250 to $500 per hour.
Account minimum: $500 Minimum fee: Minimum initial financial planning fee of $500, which may be waived or reduced at Diversified's sole discretion. Fee-only: Financial consulting services charged on an hourly basis ranging from $250 to $500 per hour.
Location
3900 Montclair Rd, Suite 200
Mountain Brook, AL 35213
Most active in
Jacob F has reported serving >5 clients in these states in the last 12 months.
Alabama
Work history
Diversified Enterprises, LLC dba Diversified, LLC
2024 - Present (2 years)
Diversified LLC
2023 - 2024 (1 year)
Foster Transportation
2015 - 2023 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Hello! I am Rebecca Yerby, CFP® and the founder of four10 planning. I reside in Birmingham, AL with my husband, two sons, and two dogs. I work with clients both locally and virtually and strive to build deep meaningful relationships with my clients. In April of 2023, I launched four10 planning to serve mission-driven millennials and their families and help them achieve their financial goals. My goal is to help clients build solid financial foundations to give them the freedom to live generously by giving of their time, talents, and resources back to their communities. Financial services has often underserved millennials and their families, and I am looking to change that. Through advice-only, comprehensive financial planning and financial education, we strive to help our clients feel confident in their financial lives so they can focus on all of the other things that are important to them. When I'm not working with clients or spending time with family, you can find me actively involved in my church and local community.
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