Jacob Ornelas is a registered investment advisor at Measured Horizon Wealth, based in Gilbert, AZ. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more.
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:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.80% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Gilbert, AZ
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
Measured Horizon Wealth
July 2026 - Present · 3 mos
State Registrations1 state
AZ
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.
More Advisors
- Matthew Graffagnino, CFPNorthstar Investment Advisory LLC
- Lynnae Brown, CFPRedeem Wealth Management
- Joshua Robinson, CFPWest Ridge Advisors
- Addison Taylor, CFPBuild Wealth Partners
- Nicholas Lombardozzi, CFPKingdom Wealth Advisers
- Thomas Knowlton, CFPProspera Capital Management, LLC