Kevin Jacobs
Step By Step Financial LLC · Tulsa, Oklahoma
Kevin Jacobs is a fee-only financial advisor at Step By Step Financial LLC in Tulsa, Oklahoma, who holds the CFP credential. Kevin charges a flat fee or retainer, a one-time planning fee, a percentage of assets and an ongoing planning fee (one-time plans from $4,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and equity compensation.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Step By Step Financial LLC |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model | Flat fee or retainer · One-time planning fee · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $4,000 · 1% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $62.9M across 234 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 5034037 |
| Exams passed | Series 63 (2005) · Series 65 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | stepbystepfinancial.com |
| Profile |
How Kevin's firm compares
- A one-time plan starts at $4,000, above the US median of $2,000 for fee-only firms that publish prices.
- Step By Step Financial LLC's average account is about $269,000, from its Form ADV (assets managed divided by 234 accounts).
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Questions about Kevin
Is Kevin Jacobs a fee-only financial advisor?
Yes. Kevin Jacobs is listed in 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 Kevin's firm.
How does Kevin charge for financial advice?
Kevin charges a flat fee or retainer, a one-time planning fee, a percentage of assets and an ongoing planning fee.
How much does Kevin charge?
According to Step By Step Financial LLC's website, checked October 28, 2026: one-time plans from $4,000; 1% a year on the first tier of assets managed; no asset minimum.
Where is Kevin Jacobs based?
Kevin Jacobs is based in Tulsa, Oklahoma.
What does Kevin specialize in?
Kevin's specialties include retirement planning, tax planning, equity compensation and pension planning. Kevin works with retirees and pre-retirees.
What credentials does Kevin Jacobs hold?
Kevin Jacobs holds the CFP credential.
Is Kevin Jacobs registered with the SEC?
Yes. Kevin Jacobs is registered as an investment adviser representative in OK and TX (CRD 5034037), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Step By Step Financial LLC manage?
Step By Step Financial LLC reports $62.9M across 234 accounts in assets under management.
How do I contact Kevin Jacobs?
Through Kevin's website, stepbystepfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Step By Step Financial 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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