Jacob Corey
Retirement Resources · Auburn Hills, Michigan
Jacob Corey is a fee-only financial advisor at Retirement Resources in Auburn Hills, Michigan. Retirement Resources reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Retirement Resources |
|---|---|
| Based in | Auburn Hills, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $166.1M across 921 accounts |
| SEC registration | Investment adviser representative in MI · CRD 8157598 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.theretirementresourcegroup.org |
How Jacob's firm compares
- Retirement Resources's average account is about $180,000, from its Form ADV (assets managed divided by 921 accounts).
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Questions about Jacob
Is Jacob Corey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Retirement Resources 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, Retirement Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Corey based?
Jacob Corey is based in Auburn Hills, Michigan.
Is Jacob Corey registered with the SEC?
Yes. Jacob Corey is registered as an investment adviser representative in MI (CRD 8157598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Retirement Resources manage?
Retirement Resources reports $166.1M across 921 accounts in assets under management.
How do I contact Jacob Corey?
Through Jacob's website, www.theretirementresourcegroup.org.
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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