Russell Jacobson
Astoria Strategic Wealth · Fort Worth, Texas
Russell Jacobson is a fee-only financial advisor at Astoria Strategic Wealth in Fort Worth, Texas, who holds the CFP credential. Astoria Strategic Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Astoria Strategic Wealth |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $482.5M across 1,021 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6111034 |
| Exams passed | Series 66 (2013) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pauleyfinancial.com |
How Russell's firm compares
- Astoria Strategic Wealth's average account is about $473,000, from its Form ADV (assets managed divided by 1,021 accounts).
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Questions about Russell
Is Russell Jacobson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Russell holds no broker registration, and Astoria Strategic Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Russell charge for financial advice?
Russell's firm, Astoria Strategic Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Russell Jacobson based?
Russell Jacobson is based in Fort Worth, Texas.
What credentials does Russell Jacobson hold?
Russell Jacobson holds the CFP credential.
Is Russell Jacobson registered with the SEC?
Yes. Russell Jacobson is registered as an investment adviser representative in TX (CRD 6111034), 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 Astoria Strategic Wealth manage?
Astoria Strategic Wealth reports $482.5M across 1,021 accounts in assets under management.
How do I contact Russell Jacobson?
Through Russell's website, www.pauleyfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
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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