Jacob Drum
Strauss Financial Group · Hoover, Alabama
Jacob Drum is a fee-only financial advisor at Strauss Financial Group in Hoover, Alabama, who holds the CFP and PFS credentials. Jacob focuses on retirement planning. Strauss Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- High earners
Facts
| Firm | Strauss Financial Group |
|---|---|
| Based in | Hoover, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $276M across 800 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in AL · CRD 7671587 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.straussfinancial.com |
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Questions about Jacob
Is Jacob Drum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Strauss Financial Group 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, Strauss Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jacob Drum based?
Jacob Drum is based in Hoover, Alabama.
What does Jacob specialize in?
Jacob's specialties include retirement planning. Jacob works with pre-retirees and high earners.
What credentials does Jacob Drum hold?
Jacob Drum holds the CFP and PFS credentials.
Is Jacob Drum registered with the SEC?
Yes. Jacob Drum is registered as an investment adviser representative in AL (CRD 7671587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strauss Financial Group manage?
Strauss Financial Group reports $276M across 800 accounts in assets under management.
How do I contact Jacob Drum?
Through Jacob's website, www.straussfinancial.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
- Strauss Financial Group 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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