Kevin Jacobs is a CFP-designated registered investment advisor at Step by Step Financial, LLC, based in Tulsa, OK, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 66 clients with $63M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable based on legacy arrangements, family relationships, services provided, account complexity, and tenure. A $5,000 minimum annual fee applies to assets-based billing. Clients under $500,000 typically pay a flat annual fee of $5,000 instead.
Fee Estimator
Location
9717 E. 42nd St., Suite 103, Tulsa, OK, 74146
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 →Other Business Activities
Kevin is the sole owner of Jacobs Property Management, LLC, and provides tax preparation services through Step By Step Financial, LLC. Both activities require minimal time.
Employment History
Current Registrations
Step by Step Financial, LLC
Previous Registrations
Securian Financial Services, INC.
State Registrations2 states
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
Kevin Jacobs is a CFP® who provides comprehensive, holistic financial planning services to married couples in all stages of the retirement journey in the greater Broken Arrow, Oklahoma area. He also works with clients virtually across the country.
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