# Jacob Stewart

> Jacob Stewart is a fee-only financial advisor at WealthMore in Smithfield, North Carolina, who holds the CFP credential. Jacob charges an ongoing planning fee (ongoing planning from $499 a year).

Page: https://find.wellspent.co/advisors/jacob-stewart/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** WealthMore
- **Based in:** Smithfield, North Carolina
- **Fee model:** Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $499 a year
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $100K across 89 accounts
- **Credentials:** CFP
- **CRD:** 6050798 (https://adviserinfo.sec.gov/individual/summary/6050798)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 66 (2013)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.joinwealthmore.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and WealthMore 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 charges an ongoing planning fee.

### How much does Jacob charge?

According to WealthMore's website, checked October 30, 2026: ongoing planning from $499 a year.

### Where is Jacob Stewart based?

Jacob Stewart is based in Smithfield, North Carolina.

### What credentials does Jacob Stewart hold?

Jacob Stewart holds the CFP credential.

### Is Jacob Stewart registered with the SEC?

Yes. Jacob Stewart is registered as an investment adviser representative in NC (CRD 6050798), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does WealthMore manage?

WealthMore reports $100K across 89 accounts in assets under management.

### How do I contact Jacob Stewart?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6050798): 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
- The firm's website (https://joinwealthmore.com/): specialties, clients served, and fees, checked October 30, 2026

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