Jacob Oyler
Jacob Oyler is a CFP-designated registered investment advisor at Aspen Ridge Wealth Management, LLC, based in Syracuse, UT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 147 clients with $21M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are calculated monthly in arrears. Fees are not negotiable, though management fees may be reduced or waived entirely for family and friends of the firm.
Fee Estimator
Location
Syracuse, UT
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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 licensed independent insurance agent in Utah, working through Compass Insurance Advisors since September 2024. While he may recommend and sell insurance products to advisory clients based on their needs, it only consumes a few hours per week and is not a significant source of revenue.
Employment History
Current Registrations
Aspen Ridge Wealth Management, LLC
Previous Registrations
Colwyn Investments Lc
E*trade Securities 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
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