Jacob Ridley
Ridley Wealth Management · Round Rock, Texas
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.
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Facts
| Firm | Ridley Wealth Management |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.1M across 31 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6760906 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jridley.substack.com |
How Jacob's firm compares
- Ridley Wealth Management's average account is about $262,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
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
- 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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