Jacob Molina
Styra Wealth Management · Phoenix, Arizona
Jacob Molina is a fee-only financial advisor at Styra Wealth Management in Phoenix, Arizona, who holds the CFP and CPA credentials. Jacob charges a percentage of assets and an ongoing planning fee (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Styra Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $346K across 5 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in AZ · CRD 8066885 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | styrawealth.com |
| Profile |
How Jacob's firm compares
- Ongoing planning starts at $10,000 a year, above the Arizona median of $4,800 for fee-only firms that publish prices.
- Styra Wealth Management's average account is about $69,000, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Jacob
Is Jacob Molina a fee-only financial advisor?
Yes. Jacob Molina 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 percentage of assets and an ongoing planning fee.
How much does Jacob charge?
According to Styra Wealth Management's website, checked October 28, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.
Where is Jacob Molina based?
Jacob Molina is based in Phoenix, Arizona.
What does Jacob specialize in?
Jacob's specialties include retirement planning, tax planning, estate & legacy planning and pension planning. Jacob works with retirees and pre-retirees.
What credentials does Jacob Molina hold?
Jacob Molina holds the CFP and CPA credentials.
Is Jacob Molina registered with the SEC?
Yes. Jacob Molina is registered as an investment adviser representative in AZ (CRD 8066885), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Styra Wealth Management manage?
Styra Wealth Management reports $346K across 5 accounts in assets under management.
How do I contact Jacob Molina?
Through Jacob's website, styrawealth.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
- Styra Wealth Management 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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