# Stephen Jacobson

> Stephen Jacobson is a fee-only financial advisor at Verdence Capital Advisors in Alexandria, Virginia, who holds the CFP and CFA credentials. Verdence Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-jacobson/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Verdence Capital Advisors
- **Based in:** Alexandria, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $4.63B across 7,802 accounts
- **Credentials:** CFP, CFA
- **Firm size:** 52 employees

## Frequently asked questions

### Is Stephen Jacobson a fee-only financial advisor?

Yes. Stephen Jacobson is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

### How does Stephen charge for financial advice?

Stephen's firm, Verdence Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Jacobson based?

Stephen Jacobson is based in Alexandria, Virginia.

### What credentials does Stephen Jacobson hold?

Stephen Jacobson holds the CFP and CFA credentials.

### How much does Verdence Capital Advisors manage?

Verdence Capital Advisors reports $4.63B across 7,802 accounts in assets under management.

### How do I contact Stephen Jacobson?

Contact details aren't on file yet. Search for Verdence Capital Advisors.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50571): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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