Advisor at Maridea Wealth Management
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.
Location
Marfa, TX
Credentials
Series 65
Industry experience
12 years
Thomas Jacobs is a financial advisor at Maridea Wealth Management with 12 years of industry experience. He holds a Series 65 designation and previously worked with Huckleberry Capital Management. Outside of advising, he manages Complete Growth Investor LLC, making occasional private investments, and is involved in public speaking, writing, and publishing on investment topics through The Marfa Group, Inc. Additionally, he participates in habitat conservation efforts near Big Bend National Park. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, financial planning, and business-oriented services including outsourced CFO support. The firm operates as a fiduciary and employs a long-term, fundamental analysis approach with diversified portfolios, while also coordinating tax and advisory work through affiliated entities.
Based on Maridea Wealth Management
Based on Maridea Wealth Management
Financial planning fees up to $10,000 fixed fee; cash management and treasury services charged fixed fees based on complexity
$0+: up to 2.50% annually (negotiable, based on factors such as scope, complexity, assets managed, overall relationship) $0+: up to 1.00% annually for retirement plan advisory services (negotiable based on plan size and complexity)
Certain Advisory Persons may earn commissions in their separate capacity as registered representatives; Maridea itself does not receive commissions
Up to $250 per hour for financial planning services
Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Investment advisory fees based on assets under management, financial planning fees (up to $10,000 fixed or up to $250/hour hourly), cash management services fixed fees (varies)
Marfa, TX
Texas
Maridea Wealth Management LLC
2024 - Present (2 years)
Huckleberry Capital Management, LLC
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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