Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees for financial planning range from $200 to $250 per hour, billed monthly. Group retirement plan participant services are billed on a flat fee basis, ranging from $300 to $1,500 per account review. Employers may also be charged a fixed fee up to $2,500 for start-up costs. Lower fees may be available elsewhere.
Areas of Practice
Advisor Information
Office location
110 Blue Ravine Dr., Ste. 209, Folsom, CA, 95630
Get directionsRegulatory 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 is the treasurer and board member of LW & AT Harman Foundation, dedicating minimal time. He is also a W2 employee at Lane Florence LLC and an administrative rep of a RIA, CIRA, dedicating about a quarter and about half of his time respectively.