Daniel Jacobson
Gabriel Capital · Portland, Oregon
Daniel Jacobson is a fee-only financial advisor at Gabriel Capital in Portland, Oregon, who holds the CFP credential. Daniel charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee (one-time plans from $480 and $270 an hour) and focuses on retirement planning.
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Specialties
Facts
| Firm | Gabriel Capital |
|---|---|
| Based in | Portland, Oregon |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $480 · $270 an hour · 1.35% a year on the first tier of assets managed |
| Assets under management | $91.7M across 138 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 2101496 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gabriel-capital.com |
| Profile |
How Daniel's firm compares
- A one-time plan starts at $480, below the Oregon median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $270, in line with the US median of $300 for fee-only firms that publish prices.
- Gabriel Capital's average account is about $664,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Daniel
Is Daniel Jacobson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Gabriel Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets, hourly fees, a flat fee or retainer and a one-time planning fee.
How much does Daniel charge?
According to Gabriel Capital's website, checked October 30, 2026: one-time plans from $480; $270 an hour; 1.35% a year on the first tier of assets managed.
Where is Daniel Jacobson based?
Daniel Jacobson is based in Portland, Oregon.
What does Daniel specialize in?
Daniel's specialties include retirement planning.
What credentials does Daniel Jacobson hold?
Daniel Jacobson holds the CFP credential.
Is Daniel Jacobson registered with the SEC?
Yes. Daniel Jacobson is registered as an investment adviser representative in OR and WA (CRD 2101496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Gabriel Capital manage?
Gabriel Capital reports $91.7M across 138 accounts in assets under management.
How do I contact Daniel Jacobson?
Through Daniel's website, www.gabriel-capital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Gabriel Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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