Advisor at The Jacobs Financial Group
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Firm
The Jacobs Financial Group
Location
Montgomery, TX
Credentials
Series 66
Industry experience
17 years
Richard Jacobs is a financial advisor at The Jacobs Financial Group in Montgomery, Texas, with 17 years of industry experience. He holds a Series 66 designation and has led his independent firm since 2006. Outside of his advisory role, Jacobs is a licensed insurance agent, a part of his broader financial services offering. The Jacobs Financial Group serves primarily individual clients, personal retirement plans, and small businesses, providing financial planning and portfolio management. The firm employs a conservative, low-turnover investment strategy focused on index-based ETFs and general securities, with portfolios constructed around broad market themes and reviewed monthly.
Based on The Jacobs Financial Group
Written financial plan fees range from $700 to $2,500 depending on complexity
Up to $300/hour for financial planning consultations
Fee-only: Financial planning hourly fee up to $300/hour; Written financial plan fees range from $700 to $2,500
Montgomery, TX
Texas
The Jacobs Financial Group
2006 - Present (20 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Series 63, Series 66
Montgomery, TX
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ChFC®, Series 65
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