Jacob Yocco
Jacob Yocco is a CFP-designated registered investment advisor at Cardinal Retirement Planning, INC., based in Winston Salem, NC, with 8 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 107 clients with $130M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Rates apply to Benchmark+ Portfolios. Client-directed portfolios are charged a flat 0.60%. Fees are negotiable.
Fee Estimator
Location
Winston Salem, NC
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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 works as an insurance agent for Damis, Inc., dedicating about 10% of his time to insurance sales and advising since 2021. He also serves as treasurer for the Pi Lambda Phi Omega Beta Alumni Association, spending minimal time per month without compensation.
Employment History
Current Registrations
Cardinal Retirement Planning, 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
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