Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
359 clients
Average Client Portfolio
$338K average
Assets Under Management
$121.5M
Fee Structure
Minimum Investment:None
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Contact
Jacob M George
Location
1740 W Center St, Greenwood, AR, 72936
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
Core Planning
October 2025 - Present · 4 mos
Previous Registrations
Cooper Eagle, LLC
February 2025 - September 2025 · 7 mos
Core Planning
June 2021 - January 2025 · 3 yrs 7 mos
State Registrations1 state
AR
Advisor
Exams
No exam information available for this advisor.
Additional Information
I'm a retirement planner for Christian families who are already retired or are rapidly approaching their retirement.
Contact
Jacob M George