Jacob Phelps is a registered investment advisor at Strong Wealth, based in Colorado Springs, CO, with 6 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 46 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on the amount of assets under management.
Fee Estimator
Location
Colorado Springs, CO
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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.
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Jacob is the sole owner and operator of Phash Mining LLC, established in 2024 for Bitcoin mining activities. He dedicates minimal time to managing the mining machines and associated income.
Employment History
Current Registrations
Strong Wealth
Previous Registrations
Illumination Wealth Management
Bonfire Financial, LLC
Kfg Wealth Management, LLC
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.