# Paul Jacobs

> Paul Jacobs is a fee-only financial advisor at Palisades Hudson Financial Group in Atlanta, Georgia, who holds the CFP credential. Paul focuses on estate & legacy planning. Palisades Hudson Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/paul-jacobs/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Palisades Hudson Financial Group
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.84B across 171 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **Works with:** Ultra high net worth
- **CRD:** 5244873 (https://adviserinfo.sec.gov/individual/summary/5244873)
- **SEC registration:** Investment adviser representative in FL, GA, TX
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.palisadeshudson.com

## Frequently asked questions

### Is Paul Jacobs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Palisades Hudson Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Paul charge for financial advice?

Paul's firm, Palisades Hudson Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Paul Jacobs based?

Paul Jacobs is based in Atlanta, Georgia.

### What does Paul specialize in?

Paul's specialties include estate & legacy planning. Paul works with ultra high net worth.

### What credentials does Paul Jacobs hold?

Paul Jacobs holds the CFP credential.

### Is Paul Jacobs registered with the SEC?

Yes. Paul Jacobs is registered as an investment adviser representative in FL, GA and TX (CRD 5244873), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Palisades Hudson Financial Group manage?

Palisades Hudson Financial Group reports $1.84B across 171 accounts in assets under management.

### How do I contact Paul Jacobs?

Through Paul's website, www.palisadeshudson.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5244873): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.palisadeshudson.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.