Kirby Jacobson
Astoria Strategic Wealth · Lubbock, Texas
Kirby Jacobson is a fee-only financial advisor at Astoria Strategic Wealth in Lubbock, Texas, who holds the CFA and CFP credentials. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | Lubbock, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 5631324 |
| Exams passed | Series 65 (2008) |
| Firm size | 8 employees |
| Disclosures | None reported |
How Kirby's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
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Questions about Kirby
Is Kirby Jacobson a fee-only financial advisor?
Yes. Kirby Jacobson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kirby's firm.
How does Kirby charge for financial advice?
Kirby's firm, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kirby Jacobson based?
Kirby Jacobson is based in Lubbock, Texas.
What credentials does Kirby Jacobson hold?
Kirby Jacobson holds the CFA and CFP credentials.
Is Kirby Jacobson registered with the SEC?
Yes. Kirby Jacobson is registered as an investment adviser representative in TX (CRD 5631324), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Kirby Jacobson?
Contact details aren't on file yet. Search for Astoria Strategic Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Lubbock
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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