Scott Jacobsmeyer
Scott Jacobsmeyer is a CFP-designated registered investment advisor at Argent Wealth Management, INC., based in Round Rock, TX, with 21 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, Insurance Planning, and 3 more. Their firm serves 72 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.25% |
| $5.0M - $10.0M | 0.15% |
| $10M+ | 0.10% |
Investment management fees are combined with a flat annual planning fee of $4,000 for the first year, dropping to $3,000 annually thereafter.
Fee Estimator
Contact
Scott Jacobsmeyer
Location
2251 Double Creek Drive, Suite 606, Round Rock, TX, 78664-3831
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Argent Wealth Management, INC.
State Registrations1 state
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
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.
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