# Jacob Duke

> Jacob Duke is a fee-only financial advisor at Rivertree Wealth in Little Rock, Arkansas, who holds the CFP credential. Jacob charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Rivertree Wealth
- **Based in:** Little Rock, Arkansas
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $143.1M across 671 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees
- **CRD:** 7141860 (https://adviserinfo.sec.gov/individual/summary/7141860)
- **SEC registration:** Investment adviser representative in AR, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.rivertreewealth.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Rivertree 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 charges a percentage of assets.

### How much does Jacob charge?

According to Rivertree Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Does Jacob work with clients virtually?

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

### Where is Jacob Duke based?

Jacob Duke is based in Little Rock, Arkansas.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, tax planning and estate & legacy planning. Jacob works with pre-retirees.

### What credentials does Jacob Duke hold?

Jacob Duke holds the CFP credential.

### Is Jacob Duke registered with the SEC?

Yes. Jacob Duke is registered as an investment adviser representative in AR and TX (CRD 7141860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Rivertree Wealth manage?

Rivertree Wealth reports $143.1M across 671 accounts in assets under management.

### How do I contact Jacob Duke?

Through Jacob's website, www.rivertreewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7141860): 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://www.rivertreewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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