Jacob Schlicht
Kickstand Wealth Advisors · Pittsford, New York
Jacob Schlicht is a fee-only financial advisor at Kickstand Wealth Advisors in Pittsford, New York, who holds the CFP credential. Jacob focuses on retirement planning, estate & legacy planning and tax planning. Kickstand Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Kickstand Wealth Advisors |
|---|---|
| Based in | Pittsford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $633.5M across 1,976 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5072855 |
| Exams passed | Series 66 (2009) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.kickstandwealth.com |
| Profile |
How Jacob's firm compares
- Kickstand Wealth Advisors's average account is about $321,000, from its Form ADV (assets managed divided by 1,976 accounts).
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Questions about Jacob
Is Jacob Schlicht a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Kickstand 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's firm, Kickstand Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Schlicht based?
Jacob Schlicht is based in Pittsford, New York.
What does Jacob specialize in?
Jacob's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Jacob Schlicht hold?
Jacob Schlicht holds the CFP credential.
Is Jacob Schlicht registered with the SEC?
Yes. Jacob Schlicht is registered as an investment adviser representative in NY (CRD 5072855), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kickstand Wealth Advisors manage?
Kickstand Wealth Advisors reports $633.5M across 1,976 accounts in assets under management.
How do I contact Jacob Schlicht?
Through Jacob's website, www.kickstandwealth.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
- Kickstand 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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