Lucy Cuff
Jacobson & Schmitt Advisors · Middleton, Wisconsin
Lucy Cuff is a fee-only financial advisor at Jacobson & Schmitt Advisors in Middleton, Wisconsin, who holds the CFP credential. Jacobson & Schmitt Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Jacobson & Schmitt Advisors |
|---|---|
| Based in | Middleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $676.4M across 1,292 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 7794946 |
| Exams passed | Series 65 (2023) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.jandsadvisors.com |
How Lucy's firm compares
- Jacobson & Schmitt Advisors's average account is about $524,000, from its Form ADV (assets managed divided by 1,292 accounts).
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Questions about Lucy
Is Lucy Cuff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lucy holds no broker registration, and Jacobson & Schmitt Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lucy charge for financial advice?
Lucy's firm, Jacobson & Schmitt Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lucy Cuff based?
Lucy Cuff is based in Middleton, Wisconsin.
What credentials does Lucy Cuff hold?
Lucy Cuff holds the CFP credential.
Is Lucy Cuff registered with the SEC?
Yes. Lucy Cuff is registered as an investment adviser representative in WI (CRD 7794946), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Jacobson & Schmitt Advisors manage?
Jacobson & Schmitt Advisors reports $676.4M across 1,292 accounts in assets under management.
How do I contact Lucy Cuff?
Through Lucy's website, www.jandsadvisors.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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