Jake Northrup
Experience Your Wealth, LLC · Providence, Rhode Island
Jake Northrup is a fee-only financial advisor at Experience Your Wealth, LLC in Providence, Rhode Island, who holds the Certified Student Loan Professional, CFA and CFP credentials. Jake charges a flat fee or retainer and an ongoing planning fee (one-time plans from $1,500) and focuses on equity compensation, founders (pre-exit) and small business owners.
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Specialties
Who they serve
- High earners
- Founders
Facts
| Firm | Experience Your Wealth, LLC |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $1,500 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $105.3M across 415 accounts |
| Credentials | Certified Student Loan Professional · CFA · CFP |
| SEC registration | Investment adviser representative in CA, MA, NH, NV, NY, RI, TX · CRD 6420463 |
| Exams passed | Series 65 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | experienceyourwealth.com |
| Profile |
How Jake's firm compares
- A one-time plan starts at $1,500, below the US median of $2,000 for fee-only firms that publish prices.
- Experience Your Wealth, LLC's average account is about $254,000, from its Form ADV (assets managed divided by 415 accounts).
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Questions about Jake
Is Jake Northrup a fee-only financial advisor?
Yes. Jake Northrup is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). 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 charges a flat fee or retainer and an ongoing planning fee.
How much does Jake charge?
According to Experience Your Wealth, LLC's website, checked October 28, 2026: one-time plans from $1,500.
Does Jake work with clients virtually?
Yes. Experience Your Wealth, LLC says on its website that it works with clients remotely.
Where is Jake Northrup based?
Jake Northrup is based in Providence, Rhode Island.
What does Jake specialize in?
Jake's specialties include equity compensation, founders (pre-exit), small business owners, tax planning, estate & legacy planning and retirement planning. Jake works with high earners and founders.
What credentials does Jake Northrup hold?
Jake Northrup holds the Certified Student Loan Professional, CFA and CFP credentials.
Is Jake Northrup registered with the SEC?
Yes. Jake Northrup is registered as an investment adviser representative in CA, MA, NH, NV, NY, RI and TX (CRD 6420463), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Experience Your Wealth, LLC manage?
Experience Your Wealth, LLC reports $105.3M across 415 accounts in assets under management.
How do I contact Jake Northrup?
Through Jake's website, experienceyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Experience Your Wealth, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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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