Jacob Gardner is a CFP-designated registered investment advisor at Defining Wealth, based in Franklin, TN, with 7 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 92 clients with $8.2M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
Franklin, TN
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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 ActivitiesSells Insurance
Jacob is a co-founder, agent, and managing member of Defining Wealth Risk Management LLC, an insurance agency. He dedicates about 10% of his time to insurance sales and service.
Employment History
Current Registrations
Defining Wealth
Previous Registrations
Silver Oak Securities, INC.
Tfo-Tdc, LLC
Jackson National Life Distributors LLCBroker
State Registrations5 states
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