Jacob Phelps
Strong Wealth · Colorado Springs, Colorado
Jacob Phelps is a fee-only financial advisor at Strong Wealth in Colorado Springs, Colorado. Jacob charges a percentage of assets, a one-time planning fee and an ongoing planning fee (a $1,000,000 asset minimum) and focuses on crypto & digital assets, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Strong Wealth |
|---|---|
| Based in | Colorado Springs, Colorado |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $24.2M across 152 accounts |
| SEC registration | Investment adviser representative in IN, TX · CRD 7031015 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strongwealth.net |
| Profile |
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Questions about Jacob
Is Jacob Phelps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Strong Wealth 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, a one-time planning fee and an ongoing planning fee.
How much does Jacob charge?
According to Strong Wealth's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Jacob Phelps based?
Jacob Phelps is based in Colorado Springs, Colorado.
What does Jacob specialize in?
Jacob's specialties include crypto & digital assets, retirement planning, estate & legacy planning and tax planning. Jacob works with physicians, retirees and pre-retirees.
Is Jacob Phelps registered with the SEC?
Yes. Jacob Phelps is registered as an investment adviser representative in IN and TX (CRD 7031015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Strong Wealth manage?
Strong Wealth reports $24.2M across 152 accounts in assets under management.
How do I contact Jacob Phelps?
Through Jacob's website, www.strongwealth.net.
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
- Strong Wealth 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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