Jakob Wilson
Practice Financial Group · Rigby, Idaho
Jakob Wilson is a fee-only financial advisor at Practice Financial Group in Rigby, Idaho, who holds the CFP credential. Practice Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Practice Financial Group |
|---|---|
| Based in | Rigby, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $436.8M across 1,984 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID · CRD 7973874 |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.pfg-investments.com |
How Jakob's firm compares
- Practice Financial Group's average account is about $220,000, from its Form ADV (assets managed divided by 1,984 accounts).
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Questions about Jakob
Is Jakob Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jakob holds no broker registration, and Practice Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jakob charge for financial advice?
Jakob's firm, Practice Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jakob Wilson based?
Jakob Wilson is based in Rigby, Idaho.
What credentials does Jakob Wilson hold?
Jakob Wilson holds the CFP credential.
Is Jakob Wilson registered with the SEC?
Yes. Jakob Wilson is registered as an investment adviser representative in ID (CRD 7973874), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Practice Financial Group manage?
Practice Financial Group reports $436.8M across 1,984 accounts in assets under management.
How do I contact Jakob Wilson?
Through Jakob's website, www.pfg-investments.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
- 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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