Jake Ridley
Ridley Wealth Management · Round Rock, Texas
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.
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Specialties
Facts
| Firm | Ridley Wealth Management |
|---|---|
| Based in | Round Rock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $8.1M across 31 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | ridleywm.com |
| Profile |
How Jake's firm compares
- Ridley Wealth Management's average account is about $262,000, from its Form ADV (assets managed divided by 31 accounts).
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Questions about Jake
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Round Rock
Other advisors in Texas who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Ridley Wealth Management 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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