Jacob Carroll
RTD Financial Advisors · Philadelphia, Pennsylvania
Jacob Carroll is a fee-only financial advisor at RTD Financial Advisors in Philadelphia, Pennsylvania. RTD Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | RTD Financial Advisors |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.72B across 3,093 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8159655 |
| Exams passed | Series 65 (2025) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.rtdfinancial.com |
How Jacob's firm compares
- RTD Financial Advisors's average account is about $881,000, from its Form ADV (assets managed divided by 3,093 accounts).
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Questions about Jacob
Is Jacob Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and RTD 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, RTD Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Carroll based?
Jacob Carroll is based in Philadelphia, Pennsylvania.
Is Jacob Carroll registered with the SEC?
Yes. Jacob Carroll is registered as an investment adviser representative in PA (CRD 8159655), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RTD Financial Advisors manage?
RTD Financial Advisors reports $2.72B across 3,093 accounts in assets under management.
How do I contact Jacob Carroll?
Through Jacob's website, www.rtdfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Philadelphia
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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