Jake Moller
TFO Family Office Partners · Phoenix, Arizona
Jake Moller is a fee-only financial advisor at TFO Family Office Partners in Phoenix, Arizona, who holds the CFP credential. TFO Family Office Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | TFO Family Office Partners |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.04B across 1,939 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6684740 |
| Firm size | 88 employees |
| Disclosures | None reported |
How Jake's firm compares
- TFO Family Office Partners's average account is about $2.6 million, from its Form ADV (assets managed divided by 1,939 accounts).
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Questions about Jake
Is Jake Moller a fee-only financial advisor?
Yes. Jake Moller is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jake's firm.
How does Jake charge for financial advice?
Jake's firm, TFO Family Office Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jake Moller based?
Jake Moller is based in Phoenix, Arizona.
What credentials does Jake Moller hold?
Jake Moller holds the CFP credential.
Is Jake Moller registered with the SEC?
Yes. Jake Moller is registered as an investment adviser representative in AZ and TX (CRD 6684740), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does TFO Family Office Partners manage?
TFO Family Office Partners reports $5.04B across 1,939 accounts in assets under management.
How do I contact Jake Moller?
Contact details aren't on file yet. Search for TFO Family Office Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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