# Jacob Ridley

> Jacob Ridley is a fee-only financial advisor at Ridley Wealth Management in Round Rock, Texas, who holds the CFP credential. Ridley Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-ridley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ridley Wealth Management
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $8.1M across 31 accounts
- **Credentials:** CFP
- **CRD:** 6760906 (https://adviserinfo.sec.gov/individual/summary/6760906)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://jridley.substack.com/

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Ridley Wealth Management 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's firm, Ridley Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jacob Ridley based?

Jacob Ridley is based in Round Rock, Texas.

### What credentials does Jacob Ridley hold?

Jacob Ridley holds the CFP credential.

### Is Jacob Ridley registered with the SEC?

Yes. Jacob Ridley is registered as an investment adviser representative in TX (CRD 6760906), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ridley Wealth Management manage?

Ridley Wealth Management reports $8.1M across 31 accounts in assets under management.

### How do I contact Jacob Ridley?

Through Jacob's website, jridley.substack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6760906): 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

---

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