# Jake Ridley

> Jake Ridley is a fee-only financial advisor at Ridley Wealth Management in Round Rock, Texas, who holds the CFP credential. Jake focuses on retirement planning, tax planning and estate & legacy planning. Ridley Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jake-ridley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ridley Wealth Management
- **Based in:** Round Rock, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $8.1M across 31 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Firm size:** 1 employee
- **Website:** https://ridleywm.com

## Frequently asked questions

### Is Jake Ridley a fee-only financial advisor?

Yes. Jake Ridley is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Jake charge for financial advice?

Jake's firm, Ridley Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jake Ridley based?

Jake Ridley is based in Round Rock, Texas.

### What does Jake specialize in?

Jake's specialties include retirement planning, tax planning and estate & legacy planning.

### What credentials does Jake Ridley hold?

Jake Ridley holds the CFP credential.

### How much does Ridley Wealth Management manage?

Ridley Wealth Management reports $8.1M across 31 accounts in assets under management.

### How do I contact Jake Ridley?

Through Jake's website, ridleywm.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jake-ridley-43212): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://ridleywm.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.