Jacob Preston
Covenant Wealth Advisors · Richmond, Virginia
Jacob Preston is a fee-only financial advisor at Covenant Wealth Advisors in Richmond, Virginia, who holds the CFP credential. Jacob charges a percentage of assets (a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Covenant Wealth Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $909.6M across 1,890 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in VA · CRD 6821520 |
| Exams passed | Series 65 (2019) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.covenantwealthadvisors.com |
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Questions about Jacob
Is Jacob Preston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Covenant Wealth Advisors 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.
How much does Jacob charge?
According to Covenant Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Does Jacob work with clients virtually?
Yes. Covenant Wealth Advisors says on its website that it works with clients remotely.
Where is Jacob Preston based?
Jacob Preston is based in Richmond, Virginia.
What does Jacob specialize in?
Jacob's specialties include retirement planning, tax planning and estate & legacy planning. Jacob works with retirees and pre-retirees.
What credentials does Jacob Preston hold?
Jacob Preston holds the CFP credential.
Is Jacob Preston registered with the SEC?
Yes. Jacob Preston is registered as an investment adviser representative in VA (CRD 6821520), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Covenant Wealth Advisors manage?
Covenant Wealth Advisors reports $909.6M across 1,890 accounts in assets under management.
How do I contact Jacob Preston?
Through Jacob's website, www.covenantwealthadvisors.com.
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
- Covenant Wealth Advisors 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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