PlannerFees

Jacobsen Capital Management fees and pricing

Financial planner in Salt Lake City, Utah. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 17, 2026, Jacobsen Capital Management charges $500 an hour and a flat or project fee of $500⁠-⁠$15,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Our Firm provides consulting services based on an hourly fee arrangement, generally $500 per hour.”
Flat or project fee
$500⁠-⁠$15,000
“Fixed fees range from $500 to $15,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jacobsen Capital Management bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Our annual fee is prorated and charged monthly or quarterly, in arrears, based on the value of the Client’s assets under management as of the close of business on the last business day of the previous month or quarter.”
  • “Accounts initiated or terminated during a the billing period will be charged a prorated fee based on the days the Client account was open during that quarter.”
  • “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”

How Jacobsen Capital Management’s fees compare

  • Its hourly rate of $500 is above the Utah median of $200. 95% of the 78 other Utah planners that publish an hourly rate charge less.
  • 15 of the 16 other planners in Salt Lake City that publish an hourly rate charge less.
  • Its flat or project fee of $500-$15,000 spans the Utah median of $2,050. 87% of the 63 other Utah planners that publish a flat or project fee charge less.
  • 8 of the 12 other planners in Salt Lake City that publish a flat or project fee charge less.

About Jacobsen Capital Management

“Our Firm offers a variety of advisory services, which include discretionary investment management, financial planning, consulting services, independent third-party money management, and retirement services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • College planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
115
Employees
4
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$562,862,022
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
116085
Website
jacobsencapital.com (opens in new tab)
Phone
(801) 746-7171

Can advise clients in 4 states: Arizona, California, Texas, Utah

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