Jacob George is a CFP-designated registered investment advisor at Core Planning, based in Greenwood, AR, 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, Education Planning, Estate Planning, and 6 more. Their firm serves 867 clients with $530M 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 | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Contact
Jacob George
Location
Greenwood, AR
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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 →Employment History
Current Registrations
Core Planning
Previous Registrations
Cooper Eagle, LLC
Core Planning
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.
Exams
Additional Information
I'm a retirement planner for Christian families who are already retired or are rapidly approaching their retirement.