Danna Jacobs
Lavish Financial Planning · Morristown, New Jersey
Danna Jacobs is a fee-only financial advisor at Lavish Financial Planning in Morristown, New Jersey, who holds the CFP and MBA credentials. Danna charges an ongoing planning fee.
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Facts
| Firm | Lavish Financial Planning |
|---|---|
| Based in | Morristown, New Jersey |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $35.5M across 322 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CA, FL, LA, NJ, NY, PA, TX · CRD 5366446 |
| Exams passed | Series 66 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | lavishfp.com |
| Profile |
How Danna's firm compares
- Lavish Financial Planning's average account is about $110,000, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Danna
Is Danna Jacobs a fee-only financial advisor?
Yes. Danna Jacobs is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Danna's firm.
How does Danna charge for financial advice?
Danna charges an ongoing planning fee.
Does Danna work with clients virtually?
Yes. Lavish Financial Planning says on its website that it works with clients remotely.
Where is Danna Jacobs based?
Danna Jacobs is based in Morristown, New Jersey.
What credentials does Danna Jacobs hold?
Danna Jacobs holds the CFP and MBA credentials.
Is Danna Jacobs registered with the SEC?
Yes. Danna Jacobs is registered as an investment adviser representative in CA, FL, LA, NJ, NY, PA and TX (CRD 5366446), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Lavish Financial Planning manage?
Lavish Financial Planning reports $35.5M across 322 accounts in assets under management.
How do I contact Danna Jacobs?
Through Danna's website, lavishfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Morristown
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Lavish Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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