Jacob Mardian
American Financial Planning · Roanoke, Virginia
Jacob Mardian is a fee-only financial advisor at American Financial Planning in Roanoke, Virginia. Jacob charges a flat fee or retainer and a one-time planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Mid-life transitions
Facts
| Firm | American Financial Planning |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model | Flat fee or retainer · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $21.5M across 165 accounts |
| SEC registration | Investment adviser representative in VA · CRD 8107847 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.americanfp.us |
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Questions about Jacob
Is Jacob Mardian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and American Financial Planning 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 flat fee or retainer and a one-time planning fee.
Where is Jacob Mardian based?
Jacob Mardian is based in Roanoke, Virginia.
What does Jacob specialize in?
Jacob's specialties include retirement planning, estate & legacy planning and tax planning. Jacob works with retirees, pre-retirees, founders and mid-life transitions.
Is Jacob Mardian registered with the SEC?
Yes. Jacob Mardian is registered as an investment adviser representative in VA (CRD 8107847), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does American Financial Planning manage?
American Financial Planning reports $21.5M across 165 accounts in assets under management.
How do I contact Jacob Mardian?
Through Jacob's website, www.americanfp.us.
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
- American Financial Planning 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.
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