Jacob Katz
Katz Family Financial Advisors · New York, New York
Jacob Katz is a fee-only financial advisor at Katz Family Financial Advisors in New York, New York. Katz Family Financial Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Katz Family Financial Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $110.9M across 333 accounts |
| SEC registration | Investment adviser representative in DE, NY, VA · CRD 7737256 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.katzfamilyfinancial.com |
| Profile |
How Jacob's firm compares
- Katz Family Financial Advisors's average account is about $333,000, from its Form ADV (assets managed divided by 333 accounts).
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Questions about Jacob
Is Jacob Katz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Katz Family Financial Advisors 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, Katz Family Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Katz based?
Jacob Katz is based in New York, New York.
Is Jacob Katz registered with the SEC?
Yes. Jacob Katz is registered as an investment adviser representative in DE, NY and VA (CRD 7737256), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Katz Family Financial Advisors manage?
Katz Family Financial Advisors reports $110.9M across 333 accounts in assets under management.
How do I contact Jacob Katz?
Through Jacob's website, www.katzfamilyfinancial.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
- 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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