# Tristan Jacobi

> Tristan Jacobi is a fee-only financial advisor at Creative Wealth Management in Punta Gorda, Florida, who holds the CFP credential. Tristan charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,100 a year) and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/tristan-jacobi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Creative Wealth Management
- **Based in:** Punta Gorda, Florida
- **Fee model:** Percentage of assets; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,100 a year
- **Assets under management (firm):** $101.0M across 559 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Estate & legacy planning, Tax planning
- **Works with:** Founders, Pre-retirees, Retirees, Multi-generational families
- **CRD:** 7027883 (https://adviserinfo.sec.gov/individual/summary/7027883)
- **SEC registration:** Investment adviser representative in DE, FL, MD, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.mycwmanagement.com

## Frequently asked questions

### Is Tristan Jacobi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tristan holds no broker registration, and Creative Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tristan charge for financial advice?

Tristan charges a percentage of assets, an ongoing planning fee and a one-time planning fee.

### How much does Tristan charge?

According to Creative Wealth Management's website, checked October 30, 2026: ongoing planning from $2,100 a year.

### Where is Tristan Jacobi based?

Tristan Jacobi is based in Punta Gorda, Florida.

### What does Tristan specialize in?

Tristan's specialties include small business owners, retirement planning, family wealth transfer, estate & legacy planning and tax planning. Tristan works with founders, pre-retirees, retirees and multi-generational families.

### What credentials does Tristan Jacobi hold?

Tristan Jacobi holds the CFP credential.

### Is Tristan Jacobi registered with the SEC?

Yes. Tristan Jacobi is registered as an investment adviser representative in DE, FL, MD and TX (CRD 7027883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Creative Wealth Management manage?

Creative Wealth Management reports $101.0M across 559 accounts in assets under management.

### How do I contact Tristan Jacobi?

Through Tristan's website, www.mycwmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7027883): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mycwmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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