Jacob Bartel
Birchcreek Wealth Management · Jacksonville, Florida
Jacob Bartel is a fee-only financial advisor at Birchcreek Wealth Management in Jacksonville, Florida, who holds the CFP credential. Jacob charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee (1% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, tax planning and divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Divorced individuals
Facts
| Firm | Birchcreek Wealth Management |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | Percentage of assets · Flat fee or retainer · Hourly · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $300.1M across 195 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, OH · CRD 6291505 |
| Exams passed | Series 66 (2014) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.birchcreekwealth.com |
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Questions about Jacob
Is Jacob Bartel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Birchcreek Wealth Management 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 charges a percentage of assets, a flat fee or retainer, hourly fees and a one-time planning fee.
How much does Jacob charge?
According to Birchcreek Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Jacob work with clients virtually?
Yes. Birchcreek Wealth Management says on its website that it works with clients remotely.
Where is Jacob Bartel based?
Jacob Bartel is based in Jacksonville, Florida.
What does Jacob specialize in?
Jacob's specialties include retirement planning, tax planning, divorce financial planning, family wealth transfer and small business owners. Jacob works with retirees, pre-retirees, multi-generational families and divorced individuals.
What credentials does Jacob Bartel hold?
Jacob Bartel holds the CFP credential.
Is Jacob Bartel registered with the SEC?
Yes. Jacob Bartel is registered as an investment adviser representative in FL and OH (CRD 6291505), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Birchcreek Wealth Management manage?
Birchcreek Wealth Management reports $300.1M across 195 accounts in assets under management.
How do I contact Jacob Bartel?
Through Jacob's website, www.birchcreekwealth.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
- Birchcreek Wealth Management 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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