Jacob Tally
Prospero Wealth · Steilacoom, Washington
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.
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Facts
| Firm | Prospero Wealth |
|---|---|
| Based in | Steilacoom, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $110.6M across 304 accounts |
| SEC registration | Investment adviser representative in WA · CRD 4950538 |
| Exams passed | Series 63 (2005) · Series 65 (2024) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | concentratedwealth.substack.com |
How Jacob's firm compares
- Prospero Wealth's average account is about $364,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about Jacob
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.
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
- 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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