Jacob Shamban
Fiduciary Financial Planning Network · Onalaska, Wisconsin
Jacob Shamban is a fee-only financial advisor at Fiduciary Financial Planning Network in Onalaska, Wisconsin, who holds the CFP credential. Fiduciary Financial Planning Network reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fiduciary Financial Planning Network |
|---|---|
| Based in | Onalaska, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $175.7M across 1,147 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN, WI · CRD 7488527 |
| Exams passed | Series 63 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | planwitheagle.com |
How Jacob's firm compares
- Fiduciary Financial Planning Network's average account is about $153,000, from its Form ADV (assets managed divided by 1,147 accounts).
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Questions about Jacob
Is Jacob Shamban a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Fiduciary Financial Planning Network 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, Fiduciary Financial Planning Network, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jacob Shamban based?
Jacob Shamban is based in Onalaska, Wisconsin.
What credentials does Jacob Shamban hold?
Jacob Shamban holds the CFP credential.
Is Jacob Shamban registered with the SEC?
Yes. Jacob Shamban is registered as an investment adviser representative in MN and WI (CRD 7488527), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fiduciary Financial Planning Network manage?
Fiduciary Financial Planning Network reports $175.7M across 1,147 accounts in assets under management.
How do I contact Jacob Shamban?
Through Jacob's website, planwitheagle.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
- 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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