Jacob Squires
Aspen Wealth Management · Fort Worth, Texas
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.
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Facts
| Firm | Aspen Wealth Management |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $657.8M across 1,121 accounts |
| SEC registration | Investment adviser representative in TX · CRD 8070029 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.aspenwealthmgmt.com |
How Jacob's firm compares
- Aspen Wealth Management's average account is about $587,000, from its Form ADV (assets managed divided by 1,121 accounts).
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Questions about Jacob
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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