Jacob McConnell
River's Edge Wealth Management · Beaver, Pennsylvania
Jacob McConnell is a fee-only financial advisor at River's Edge Wealth Management in Beaver, Pennsylvania, who holds the CFP credential. Jacob charges a percentage of assets (1.4% a year on the first tier of assets managed) and focuses on physicians & residents, tax planning and retirement planning.
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Specialties
Who they serve
- Physicians
- Founders
- Executives
- Retirees
Facts
| Firm | River's Edge Wealth Management |
|---|---|
| Based in | Beaver, Pennsylvania |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.4% a year on the first tier of assets managed |
| Assets under management | $157.1M across 961 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7267272 |
| Exams passed | Series 66 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.riversedgewm.com |
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Questions about Jacob
Is Jacob McConnell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and River's Edge Wealth Management 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 percentage of assets.
How much does Jacob charge?
According to River's Edge Wealth Management's website, checked October 30, 2026: 1.4% a year on the first tier of assets managed.
Where is Jacob McConnell based?
Jacob McConnell is based in Beaver, Pennsylvania.
What does Jacob specialize in?
Jacob's specialties include physicians & residents, tax planning and retirement planning. Jacob works with physicians, founders, executives and retirees.
What credentials does Jacob McConnell hold?
Jacob McConnell holds the CFP credential.
Is Jacob McConnell registered with the SEC?
Yes. Jacob McConnell is registered as an investment adviser representative in PA (CRD 7267272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does River's Edge Wealth Management manage?
River's Edge Wealth Management reports $157.1M across 961 accounts in assets under management.
How do I contact Jacob McConnell?
Through Jacob's website, www.riversedgewm.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
- River's Edge Wealth Management 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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