Advisor at Oakwell Private Wealth Management
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Firm
Oakwell Private Wealth Management
Location
Austin, TX 78757
Credentials
CFP®, Series 65
Industry experience
4 years
Jacob Yaklin is a CFP® and holds a Series 65 license with four years of industry experience. He has been with Oakwell Private Wealth Management since 2021. Prior to his financial advisory career, he served four years in the United States Marine Corps and worked in the automotive industry. Oakwell Private Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and corporate accounts. The firm provides portfolio management, financial planning, and retirement plan services, employing a range of analytical strategies and third-party managers to meet client objectives.
Based on Oakwell Private Wealth Management
Based on Oakwell Private Wealth Management
Flat fees for financial planning services, negotiable and documented in the Financial Planning Agreement.
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.80% $5,000,000+: 0.55%
Insurance commissions earned by investment adviser representatives through affiliated insurance sales.
Hourly fees for financial planning services, negotiable based on client needs.
Retainer fees for financial planning services, negotiable and dependent upon client needs.
Fee-only: Financial planning fees charged as fixed fees, hourly fees, and/or retainer fees, negotiable and dependent upon client needs and complexity.
3200 Steck Ave, Suite 200
Austin, TX 78757
Louisiana · Texas
Oakwell Private Wealth Management
2021 - Present (5 years)
Yaklin Chrysler Dodge Jeep and Ram
2020 - 2021 (1 year)
Unites States Marine Corps
2016 - 2020 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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