Jacob Abbott
Element Squared Private Wealth · Minneapolis, Minnesota
Jacob Abbott is a fee-only financial advisor at Element Squared Private Wealth in Minneapolis, Minnesota. Element Squared Private Wealth reports charging a percentage of assets on its Form ADV.
Request an introduction to Jacob →
Facts
| Firm | Element Squared Private Wealth |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $203.5M across 478 accounts |
| SEC registration | Investment adviser representative in MN · CRD 8187112 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | elementsquared.com |
How Jacob's firm compares
- Element Squared Private Wealth's average account is about $426,000, from its Form ADV (assets managed divided by 478 accounts).
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
Is Jacob Abbott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Element Squared Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Element Squared Private Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Abbott based?
Jacob Abbott is based in Minneapolis, Minnesota.
Is Jacob Abbott registered with the SEC?
Yes. Jacob Abbott is registered as an investment adviser representative in MN (CRD 8187112), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Element Squared Private Wealth manage?
Element Squared Private Wealth reports $203.5M across 478 accounts in assets under management.
How do I contact Jacob Abbott?
Through Jacob's website, elementsquared.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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
- 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.
See something wrong? Request a correction. Read our methodology.