# Jacob Sadler

> Jacob Sadler is a fee-only financial advisor at Curio Wealth, LLC in Annapolis, Maryland, who holds the CFP, JD and CPA credentials. Jacob charges an ongoing planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jacob-sadler/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Curio Wealth, LLC
- **Based in:** Annapolis, Maryland
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $460.7M across 356 accounts
- **Credentials:** CFP, JD, CPA, CPA/PFS
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees, Mid-life transitions
- **CRD:** 6063941 (https://adviserinfo.sec.gov/individual/summary/6063941)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 65 (2012)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** https://curiowealth.com

## Frequently asked questions

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

Yes. Jacob Sadler is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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 an ongoing planning fee.

### Where is Jacob Sadler based?

Jacob Sadler is based in Annapolis, Maryland.

### What does Jacob specialize in?

Jacob's specialties include retirement planning and tax planning. Jacob works with retirees, pre-retirees and mid-life transitions.

### What credentials does Jacob Sadler hold?

Jacob Sadler holds the CFP, JD, CPA and CPA/PFS credentials.

### Is Jacob Sadler registered with the SEC?

Yes. Jacob Sadler is registered as an investment adviser representative in NC (CRD 6063941), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Curio Wealth, LLC manage?

Curio Wealth, LLC reports $460.7M across 356 accounts in assets under management.

### How do I contact Jacob Sadler?

Through Jacob's website, curiowealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50695): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://curiowealth.com/): specialties, clients served, and fees, checked October 28, 2026

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