Scott Jacobs
Werba Rubin Papier Wealth Management · Oakland, California
Scott Jacobs is a fee-only financial advisor at Werba Rubin Papier Wealth Management in Oakland, California. Werba Rubin Papier Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Werba Rubin Papier Wealth Management |
|---|---|
| Based in | Oakland, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.40B across 2,105 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2538629 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.wrpwealth.com |
How Scott's firm compares
- Werba Rubin Papier Wealth Management's average account is about $666,000, from its Form ADV (assets managed divided by 2,105 accounts).
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Questions about Scott
Is Scott Jacobs a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Werba Rubin Papier Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Werba Rubin Papier Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Scott Jacobs based?
Scott Jacobs is based in Oakland, California.
Is Scott Jacobs registered with the SEC?
Yes. Scott Jacobs is registered as an investment adviser representative in CA and TX (CRD 2538629), 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 Werba Rubin Papier Wealth Management manage?
Werba Rubin Papier Wealth Management reports $1.40B across 2,105 accounts in assets under management.
How do I contact Scott Jacobs?
Through Scott's website, www.wrpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Oakland
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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