Jacob Courtney is a CFP-designated registered investment advisor at Slp Wealth, based in Springboro, OH, with 5 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, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 1,657 clients with $64M 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 | 0.75% |
Applies as an additional fee on top of monthly planning fees for clients who choose investment management. Rate starts at 0.75% per year and is negotiable. Third-party managers may add up to 0.12% per year on specific accounts.
Fee Estimator
Location
Springboro, OH
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
Jacob works as a student loan consultant since July 2023, spending about half of his time evaluating repayment and forgiveness options for federal and private student loans. He provides clients with actionable plans based on their financial situation and current laws.
Employment History
Current Registrations
Slp Wealth
Previous Registrations
Millennialfp
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
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
More Advisors
- John Bach, CFPInvest Capital Partners
- Parker Vaughan, CFPFinancial Counseling, INC.
- Christian Gilbert, CFPMccarthy Wealth & Tax Advisors
- Jeremy Payton, CFPEdward Jones
- Michael Hardy, CFPHorace Mann Investors, INC.
- Nathaniel Baker, ChFCState Farm Investment Management CORP.