Stephen Jacobson
Verdence Capital Advisors · Alexandria, Virginia
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.
Request an introduction to Stephen →
Facts
| Firm | Verdence Capital Advisors |
|---|---|
| Based in | Alexandria, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.63B across 7,802 accounts |
| Credentials | CFP · CFA |
| Firm size | 52 employees |
How Stephen's firm compares
- Verdence Capital Advisors's average account is about $593,000, from its Form ADV (assets managed divided by 7,802 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.