Jacob Bartz
Evexia Wealth · Stevens Point, Wisconsin
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.
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Facts
| Firm | Evexia Wealth |
|---|---|
| Based in | Stevens Point, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $386.1M across 1,452 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 8038294 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | evexiawealth.com |
How Jacob's firm compares
- Evexia Wealth's average account is about $266,000, from its Form ADV (assets managed divided by 1,452 accounts).
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Questions about Jacob
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.
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
- Evexia Wealth 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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