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The Jacobs Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,913,615
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$291,362
About
The Jacobs Financial Group provides financial planning and discretionary portfolio management to individuals, personal retirement plans and small businesses. Financial planning services include tax, insurance, retirement and estate planning, and managed accounts are invested in general securities such as stocks, bonds, mutual funds, ETFs, government securities and options.
The firm’s investment approach emphasizes index-based ETFs and broad market themes—macro and microeconomic trends, currency movements, fiscal and monetary policy, and geopolitical events—rather than individual security selection. It frames its strategy as relatively conservative with low turnover, conducts monthly portfolio reviews, and delivers regular performance reporting to clients.
A distinctive feature is that the firm’s owner is a licensed insurance agent who occasionally earns commissions on insurance sales (excluding variable products), a relationship the brochure discloses as a potential conflict of interest while also stating the adviser does not accept securities commissions. The adviser supervises the practice directly, manages a modest asset base (approximately $2.9 million) for a small client roster, and does not impose account minimums.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General estate planning guidance
General retirement planning
Retirement income strategy
Fee options
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
Main office location
The Jacobs Financial Group
Montgomery TX, United States
Number of offices
1
Most active in
The Jacobs Financial Group has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Forms ADV
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