# Jacob Squires

> Jacob Squires is a fee-only financial advisor at Aspen Wealth Management in Fort Worth, Texas. Aspen Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jacob-squires/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Aspen Wealth Management
- **Based in:** Fort Worth, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $657.8M across 1,121 accounts
- **CRD:** 8070029 (https://adviserinfo.sec.gov/individual/summary/8070029)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** http://www.aspenwealthmgmt.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Aspen 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, Aspen Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jacob Squires based?

Jacob Squires is based in Fort Worth, Texas.

### Is Jacob Squires registered with the SEC?

Yes. Jacob Squires is registered as an investment adviser representative in TX (CRD 8070029), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aspen Wealth Management manage?

Aspen Wealth Management reports $657.8M across 1,121 accounts in assets under management.

### How do I contact Jacob Squires?

Through Jacob's website, www.aspenwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8070029): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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