Jacob Milder
Oak Street Investments · Greenwood Village, Colorado
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.
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Specialties
Who they serve
- Tech employees
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 |
| Assets under management | $125.5M across 180 accounts |
| Credentials | CFP · ChFC · EA |
| SEC registration | Investment adviser representative in CO · CRD 5035033 |
| Exams passed | Series 63 (2006) · Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | oakstreetinvestments.com |
How Jacob's firm compares
- Ongoing planning starts at $12,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Oak Street Investments's average account is about $697,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Oak Street Investments website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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