Jacob Wharton
Worcester Advisors · Worcester, Massachusetts
Jacob Wharton is a fee-only financial advisor at Worcester Advisors in Worcester, Massachusetts. Jacob focuses on retirement planning and tax planning. Worcester Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Worcester Advisors |
|---|---|
| Based in | Worcester, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $120.2M across 206 accounts |
| SEC registration | Investment adviser representative in CT, FL, MA · CRD 7678183 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.worcesteradvisors.com |
| Profile |
How Jacob's firm compares
- Worcester Advisors's average account is about $584,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Jacob
Is Jacob Wharton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Worcester Advisors 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, Worcester Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jacob Wharton based?
Jacob Wharton is based in Worcester, Massachusetts.
What does Jacob specialize in?
Jacob's specialties include retirement planning and tax planning.
Is Jacob Wharton registered with the SEC?
Yes. Jacob Wharton is registered as an investment adviser representative in CT, FL and MA (CRD 7678183), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Worcester Advisors manage?
Worcester Advisors reports $120.2M across 206 accounts in assets under management.
How do I contact Jacob Wharton?
Through Jacob's website, www.worcesteradvisors.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
- Worcester Advisors 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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