Jacob Sadler
Curio Wealth, LLC · Annapolis, Maryland
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
Facts
| Firm | Curio Wealth, LLC |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $460.7M across 356 accounts |
| Credentials | CFP · JD · CPA · CPA/PFS |
| SEC registration | Investment adviser representative in NC · CRD 6063941 |
| Exams passed | Series 65 (2012) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | curiowealth.com |
| Profile |
How Jacob's firm compares
- Curio Wealth, LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
Other advisors in Maryland who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Curio Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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