# Jacob Tally

> Jacob Tally is a fee-only financial advisor at Prospero Wealth in Steilacoom, Washington. Prospero Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Prospero Wealth
- **Based in:** Steilacoom, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $110.6M across 304 accounts
- **CRD:** 4950538 (https://adviserinfo.sec.gov/individual/summary/4950538)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2005), Series 65 (2024)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://concentratedwealth.substack.com/

## Frequently asked questions

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

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

### Where is Jacob Tally based?

Jacob Tally is based in Steilacoom, Washington.

### Is Jacob Tally registered with the SEC?

Yes. Jacob Tally is registered as an investment adviser representative in WA (CRD 4950538), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prospero Wealth manage?

Prospero Wealth reports $110.6M across 304 accounts in assets under management.

### How do I contact Jacob Tally?

Through Jacob's website, concentratedwealth.substack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4950538): 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.