Paul Jacobs
Palisades Hudson Financial Group · Atlanta, Georgia
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.
Request an introduction to Paul →
Specialties
Who they serve
- Ultra high net worth
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 |
| Assets under management | $1.84B across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 5244873 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.palisadeshudson.com |
Request an introduction to Paul
Tell Paul a little about what you're looking for. Paul isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Paul
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.
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
- Palisades Hudson Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.