Jacobson & Schmitt Advisors, LLC at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 12 advisors are listed here; 6 of 12 hold the CFP.
- Its Form ADV reports 15 employees and 437 individual clients, 138 of them high net worth.
- Its average account is about $524,000 (assets it manages divided by its 1,292 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Middleton, Wisconsin |
|---|---|
| Website | jandsadvisors.com |
| [email protected] | |
| Phone | (608) 662-7500 |
Questions about Jacobson & Schmitt Advisors, LLC
How much does Jacobson & Schmitt Advisors, LLC charge?
Jacobson & Schmitt Advisors, LLC publishes these prices: asset-based fee: 1.25% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Jacobson & Schmitt Advisors, LLC paid?
Jacobson & Schmitt Advisors, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Jacobson & Schmitt Advisors, LLC have in the Wellspent public graph?
The Wellspent public graph lists 12 advisors at Jacobson & Schmitt Advisors, LLC, and 6 hold the CFP.
What is the average account at Jacobson & Schmitt Advisors, LLC?
Jacobson & Schmitt Advisors, LLC's average account is about $524,000. That's the assets on its Form ADV divided by its 1,292 accounts.
What does Jacobson & Schmitt Advisors, LLC specialize in?
Jacobson & Schmitt Advisors, LLC's advisors and website list retirement planning and sustainable & impact investing.
Is Jacobson & Schmitt Advisors, LLC accepting new clients?
Yes, according to Jacobson & Schmitt Advisors, LLC's website, checked October 28, 2026.
Jacobson & Schmitt Advisors, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.25% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Up to $500,000 1.25%" source
"For clients who have us manage their investments, we charge a quarterly fee based on the assets we manage." source
"we offer an ongoing financial planning relationship through a flat-rate annual retainer based on your net worth and income." source
"we offer an ongoing financial planning relationship through a flat-rate annual retainer based on your net worth and income." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $676 million |
| Individual clients | 299 |
| High-net-worth clients | 138 |
| Accounts managed | 1,292 |
| Employees | 15 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-66735) |
| Financial planning | Offered |
| Form ADV filed | August 5, 2026 |
| SEC record | CRD 140431 |