# Jacob Milder

> Jacob Milder is a fee-only financial advisor at Oak Street Investments in Greenwood Village, Colorado, who holds the CFP, ChFC and EA credentials. Jacob charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $12,000 a year) and focuses on tax planning and flat-fee planning.

Page: https://find.wellspent.co/advisors/jacob-milder/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Oak Street Investments
- **Based in:** Greenwood Village, Colorado
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $12,000 a year
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $125.5M across 180 accounts
- **Credentials:** CFP, ChFC, EA
- **Specialties:** Tax planning, Flat-fee planning
- **Works with:** Tech employees
- **CRD:** 5035033 (https://adviserinfo.sec.gov/individual/summary/5035033)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 63 (2006), Series 66 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://oakstreetinvestments.com

## Frequently asked questions

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

Yes. Jacob Milder is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jacob's firm.

### How does Jacob charge for financial advice?

Jacob charges a flat fee or retainer and an ongoing planning fee.

### How much does Jacob charge?

According to Oak Street Investments's website, checked October 28, 2026: ongoing planning from $12,000 a year.

### Where is Jacob Milder based?

Jacob Milder is based in Greenwood Village, Colorado.

### What does Jacob specialize in?

Jacob's specialties include tax planning and flat-fee planning. Jacob works with tech employees.

### What credentials does Jacob Milder hold?

Jacob Milder holds the CFP, ChFC and EA credentials.

### Is Jacob Milder registered with the SEC?

Yes. Jacob Milder is registered as an investment adviser representative in CO (CRD 5035033), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Oak Street Investments manage?

Oak Street Investments reports $125.5M across 180 accounts in assets under management.

### How do I contact Jacob Milder?

Through Jacob's website, oakstreetinvestments.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39346): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.oakstreetinvestments.com/): specialties, clients served, and fees, checked October 28, 2026

---

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