Jacob Allen
Salus Financial Advisors · Colorado Springs, Colorado
Jacob Allen is a fee-only financial advisor at Salus Financial Advisors in Colorado Springs, Colorado. Salus Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Salus Financial Advisors |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $262.6M across 1,143 accounts |
| SEC registration | Investment adviser representative in WY · CRD 6989950 |
| Exams passed | Series 63 (2018) · Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.salusfinancialadvisors.com |
| Profile |
How Jacob's firm compares
- Salus Financial Advisors's average account is about $230,000, from its Form ADV (assets managed divided by 1,143 accounts).
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Questions about Jacob
Is Jacob Allen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Salus Financial Advisors 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, Salus Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Allen based?
Jacob Allen is based in Colorado Springs, Colorado.
Is Jacob Allen registered with the SEC?
Yes. Jacob Allen is registered as an investment adviser representative in WY (CRD 6989950), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Salus Financial Advisors manage?
Salus Financial Advisors reports $262.6M across 1,143 accounts in assets under management.
How do I contact Jacob Allen?
Through Jacob's website, www.salusfinancialadvisors.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
- 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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