Jacob Kidder
Choate Wealth · Boston, Massachusetts
Jacob Kidder is a fee-only financial advisor at Choate Wealth in Boston, Massachusetts, who holds the CFA credential. Jacob focuses on estate & legacy planning, tax planning and family wealth transfer. Choate Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jacob →
Specialties
Who they serve
- Multi-generational families
- Founders
- Ultra high net worth
Facts
| Firm | Choate Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.05B across 4,009 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 5150898 |
| Firm size | 34 employees |
| Disclosures | None reported |
| Website | www.choatewealth.com |
Request an introduction to Jacob
Tell Jacob a little about what you're looking for. Jacob isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jacob
Is Jacob Kidder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Choate 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's firm, Choate Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Kidder based?
Jacob Kidder is based in Boston, Massachusetts.
What does Jacob specialize in?
Jacob's specialties include estate & legacy planning, tax planning and family wealth transfer. Jacob works with multi-generational families, founders and ultra high net worth.
What credentials does Jacob Kidder hold?
Jacob Kidder holds the CFA credential.
Is Jacob Kidder registered with the SEC?
Yes. Jacob Kidder is registered as an investment adviser representative in MA (CRD 5150898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Choate Wealth manage?
Choate Wealth reports $10.05B across 4,009 accounts in assets under management.
How do I contact Jacob Kidder?
Through Jacob's website, www.choatewealth.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
- Choate Wealth 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.
See something wrong? Request a correction. Read our methodology.