# Jacob Millican

> Jacob Millican is a fee-only financial advisor at 9M Investments in Grapevine, Texas. Jacob charges an ongoing planning fee and a percentage of assets (ongoing planning from $600 a year and 0.4%–0.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jacob-millican/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 9M Investments
- **Based in:** Grapevine, Texas
- **Fee model:** Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $600 a year; 0.4%–0.5% a year of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $11.1M across 60 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4607734 (https://adviserinfo.sec.gov/individual/summary/4607734)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2010), Series 65 (2017), Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://9minvestmentsllc.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and 9M Investments 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 an ongoing planning fee and a percentage of assets.

### How much does Jacob charge?

According to 9M Investments's website, checked October 30, 2026: ongoing planning from $600 a year; 0.4%–0.5% a year of assets managed.

### Where is Jacob Millican based?

Jacob Millican is based in Grapevine, Texas.

### What does Jacob specialize in?

Jacob's specialties include retirement planning, estate & legacy planning and tax planning. Jacob works with retirees and pre-retirees.

### Is Jacob Millican registered with the SEC?

Yes. Jacob Millican is registered as an investment adviser representative in TX (CRD 4607734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 9M Investments manage?

9M Investments reports $11.1M across 60 accounts in assets under management.

### How do I contact Jacob Millican?

Through Jacob's website, 9minvestmentsllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4607734): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://9minvestmentsllc.com/): specialties, clients served, and fees, checked October 30, 2026

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