Jacob Hall
3roots Wealth Partners · Scottsdale, Arizona
Jacob Hall is a fee-only financial advisor at 3roots Wealth Partners in Scottsdale, Arizona. 3roots Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | 3roots Wealth Partners |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $92.6M across 405 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6778968 |
| Exams passed | Series 63 (2017) · Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
How Jacob's firm compares
- 3roots Wealth Partners's average account is about $229,000, from its Form ADV (assets managed divided by 405 accounts).
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Questions about Jacob
Is Jacob Hall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and 3roots Wealth Partners 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, 3roots Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Hall based?
Jacob Hall is based in Scottsdale, Arizona.
Is Jacob Hall registered with the SEC?
Yes. Jacob Hall is registered as an investment adviser representative in AZ and TX (CRD 6778968), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 3roots Wealth Partners manage?
3roots Wealth Partners reports $92.6M across 405 accounts in assets under management.
How do I contact Jacob Hall?
Contact details aren't on file yet. Search for 3roots Wealth Partners.
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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