# Robert Jacobs

> Robert Jacobs is a fee-only financial advisor at White Pine Financial in Draper, Utah. Robert charges a percentage of assets (2% a year on the first tier of assets managed).

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

## Facts

- **Firm:** White Pine Financial
- **Based in:** Draper, Utah
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 2% a year on the first tier of assets managed
- **Assets under management (firm):** $36.4M across 41 accounts
- **CRD:** 5560483 (https://adviserinfo.sec.gov/individual/summary/5560483)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.whitepinefinancial.com

## Frequently asked questions

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

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

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### How much does Robert charge?

According to White Pine Financial's website, checked October 30, 2026: 2% a year on the first tier of assets managed.

### Where is Robert Jacobs based?

Robert Jacobs is based in Draper, Utah.

### Is Robert Jacobs registered with the SEC?

Yes. Robert Jacobs is registered as an investment adviser representative in TX and UT (CRD 5560483), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does White Pine Financial manage?

White Pine Financial reports $36.4M across 41 accounts in assets under management.

### How do I contact Robert Jacobs?

Through Robert's website, www.whitepinefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5560483): 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://whitepinefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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