# Jacob Bartz

> Jacob Bartz is a fee-only financial advisor at Evexia Wealth in Stevens Point, Wisconsin, who holds the CFP credential. Evexia Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-bartz/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evexia Wealth
- **Based in:** Stevens Point, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $386.1M across 1,452 accounts
- **Credentials:** CFP
- **CRD:** 8038294 (https://adviserinfo.sec.gov/individual/summary/8038294)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://evexiawealth.com

## Frequently asked questions

### Is Jacob Bartz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Evexia 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, Evexia Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Jacob work with clients virtually?

Yes. Evexia Wealth says on its website that it works with clients remotely.

### Where is Jacob Bartz based?

Jacob Bartz is based in Stevens Point, Wisconsin.

### What credentials does Jacob Bartz hold?

Jacob Bartz holds the CFP credential.

### Is Jacob Bartz registered with the SEC?

Yes. Jacob Bartz is registered as an investment adviser representative in MN (CRD 8038294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evexia Wealth manage?

Evexia Wealth reports $386.1M across 1,452 accounts in assets under management.

### How do I contact Jacob Bartz?

Through Jacob's website, evexiawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8038294): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://evexiawealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.