Jacob Wyand is a registered investment advisor at Wyand Wealth LLC, based in Saint Petersburg, FL, with 4 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Saint Petersburg, FL
Get directionsHistory
Regulatory History
Clean regulatory record
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
Wyand Wealth LLC
January 2026 - Present · 4 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - August 2023 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
October 2021 - August 2023 · 1 yr 10 mos
UBS Financial Services INC.
October 2019 - September 2021 · 1 yr 11 mos
UBS Financial Services INC.Broker
September 2019 - September 2021 · 2 yrs
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.