Jacob Stewart
WealthMore · Smithfield, North Carolina
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).
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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 |
| Assets under management | $100K across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6050798 |
| Exams passed | Series 66 (2013) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.joinwealthmore.com |
How Jacob's firm compares
- Ongoing planning starts at $499 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
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Questions about Jacob
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.
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
- WealthMore 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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