# Jacob Kadisak

> Jacob Kadisak is a fee-only financial advisor at Kadisak Financial Services in Naperville, Illinois, who holds the CFP credential. Kadisak Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-kadisak/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kadisak Financial Services
- **Based in:** Naperville, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $65.5M across 299 accounts
- **Credentials:** CFP
- **CRD:** 6285940 (https://adviserinfo.sec.gov/individual/summary/6285940)
- **SEC registration:** Investment adviser representative in IL
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.kadisakfinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Kadisak Financial Services 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, Kadisak Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jacob Kadisak based?

Jacob Kadisak is based in Naperville, Illinois.

### What credentials does Jacob Kadisak hold?

Jacob Kadisak holds the CFP credential.

### Is Jacob Kadisak registered with the SEC?

Yes. Jacob Kadisak is registered as an investment adviser representative in IL (CRD 6285940), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kadisak Financial Services manage?

Kadisak Financial Services reports $65.5M across 299 accounts in assets under management.

### How do I contact Jacob Kadisak?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6285940): 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

---

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