Scott Jacobsmeyer
SJ
CFP
Scott Jacobsmeyer
SJ
CFP

Scott Jacobsmeyer

20 Years of Experience
Round Rock, TX

Scott Jacobsmeyer is a CFP-designated registered investment advisor at Argent Wealth Management, INC., based in Round Rock, TX, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 69 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
69 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$137.8M

Fee Structure

Planning is charged separately
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.25%
$5.0M - $10.0M0.15%
$10M+0.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Scott Jacobsmeyer
SJ
Scott Jacobsmeyer

Location

2251 Double Creek Drive, Suite 606, Round Rock, TX, 78664-3831

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Argent Wealth Management, INC.
June 2005 - Present · 20 yrs 10 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Additional Information

Outside of work Scott is passionate about long distance hiking.  He has successfully "thru-hiked" the 2650 mile Pacific Crest Trail in 2004, The 468 mile Colorado Trail in 2005, the 270 mile Long Trail (Vermont) in 2006-2007, and the 93 mile Wonderland Trail (Mt. Rainier NP) in 2007.Scott resides in Round Rock, TX with his wife and two daughters.

Scott Jacobsmeyer
SJ
Contact
Scott Jacobsmeyer