Robert Jacobs
White Pine Financial · Draper, Utah
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).
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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 | $36.4M across 41 accounts |
| SEC registration | Investment adviser representative in TX, UT · CRD 5560483 |
| Exams passed | Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.whitepinefinancial.com |
| Profile |
How Robert's firm compares
- White Pine Financial's average account is about $889,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Robert
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.
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
- White Pine Financial 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.
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