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Jacobson & Schmitt Advisors, LLC

Tel: 608-662-7500
8333 Greenway Blvd Ste 330
Middleton, WI 53562

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Jacobson & Schmitt Advisors, LLC | Financial Advisor in Middleton ,WI


About Jacobson & Schmitt Advisors, LLC

We are a Fee-Only wealth management firm for investors who want their money to help fulfill their mission in life. Our goal is to optimize your wealth to create the most impact possible on you, your loved ones, and the causes you care about.

As fiduciaries, we are required by the Securities and Exchange Commission (SEC) to act in our clients' best interest 100% of the time. This separates us from other brokers and advisors not registered as Registered Investment Advisors (RIA).

Everyone at our firm is united in a goal to change the status quo of our industry by providing purpose-driven financial guidance. We live and breathe commitment to the overall well-being of our clients and obsessively seek ways to provide the highest value possible to every aspect of their lives.

Discover what our clients have to say about their experiences with Jacobson & Schmitt Advisors by clicking the Indyfin Green Star Rating listed above.

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General Information

Firm Start Year:   2006
No. of Employees:   10-19
Name of Broker/Dealer:   Charles Schwab
Name of Custodial Firm:   Charles Schwab
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors, Investment Clubs
Advisory Services Provided:   Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management


Investment Types:   Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Phone, Email, Our Office, Video Conference

Firm Information

Firm's Number of Clients:   375
Firm's Number of Planning Clients:   350
Firm's Number of Managed Clients:   375
Assets Managed by Firm:   450,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   No Minumum
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   At JSA, we are fee-only advisors, meaning only clients (you) pay us. We DON'T sell any products and DON'T earn commissions from selling mutual funds, annuities, or other investment products.

Understanding that MOST people don't understand what they are currently paying, we help all prospective clients better understand their current fees before moving forward with our firm. In many cases, we can offer substantial savings and a higher level of services.

Our fees are either: A quarterly fee based on the investments we manage (in most cases), or a A flat-rate retainer fee based on your net worth and income

For example, if we manage investments for you, our fee will be: Less than $500,000.00 the fee is 1.25% annually Between $500,001 and $1,000,000 the fee is 1.00% annually Between $1,000,001 and $5,000,000 the fee is 0.75% annually Over $5,000,000 the fee is 0.50% annually

Financial Services

Portfolio Management

Jacobson and Schmitt Advisors' investment strategy for the past 30 years has been to focus on finding and investing in companies that practice "Conscious Capitalism." Invest in companies you can be proud to own! These companies tend to understand the importance of their impact on their employees, customers, society, "Mother Nature," and their shareholders. Many clients find our strategy very similar to a socially responsible strategy but with more of an emphasis on company profitability.

Financial Planning for Businesses

For many businesses, including not-for-profits, it's often important to align their investment strategy with the mission of an organization. Our goal is to help your organization create, implement, and monitor an investment strategy that matches your organization's mission. It's that simple!

Financial Planning for Individuals

In this relationship, we act as your personal CFO, helping coordinate your finances with your accountant and estate attorney, as well as guide you through the many steps of smart investing, such as financial planning preparation, portfolio management and analysis, saving for major life events, and retirement spending

Retirement Planning

At JSA, we understand that no two clients are the same. Thats why we work closely with you to create a customized financial plan that fits your unique circumstances. Whats more, you can take comfort in knowing that all our financial planning services are exclusively designed to help you achieve your financial goals, not sell you extra products.

401K Rollovers

For many of our clients, the first step in financial freedom is getting organized. It's understanding what you own, what you owe, and whether everything is working together efficiently. This often includes 401(k) rollovers. At Jacobson & Schmitt Advisors, our rollover process includes an analysis of cost and performance of your current accounts and the corresponding cost and tax consequences if you were to move the portfolio. This must be done with your best interest in mind, as we are ALWAYS a fiduciary for our clients.

Education Funding and Planning

How will we pay for college? It's a question many parents have as their children approach middle and high school. Our team can help you understand the most tax-efficient way to fund college and guide you through the financial obligations of your student's "short-list" as well as available scholarships at those schools.

Investment Advice & Management

We look for three key qualities when choosing companies in which to invest: 1. The potential to deliver long-term, above-average returns 2. Forward-looking management and industry-leading performance 3. Contribution to social and environmental well-being by practicing corporate social responsibility We believe in the investments we make for you so much that we include many of them in our own personal portfolios. With this commitment to responsible and like-minded investing, youll gain satisfaction in knowing that your investments support companies with a conscience  and that your advisors always have your best interests at heart.


We are a Fee-Only firm, which means we sell NO products, and more importantly, we wouldn't invest our client's money anywhere we wouldn't invest our own. For our clients who come to us having been sold annuities, we'll spend time understanding the current cost and benefits of their annuities and, if needed, connect them with a firm that will provide lower cost, most tax-efficient option for them.

Estate Planning & Trusts

It's our job to coordinate many financial aspects of our client's lives, which often includes their wishes once they pass. Working closely with our clients, we help them connect with qualified attornies to ensure estate planning documents are created AND match up with their current wishes as defined by their current retirement and investment accounts.

Tax Advice and Services

Instead of preparing tax returns and focusing on minimizing tax in the CURRENT year, we spend our time working with our client's tax professionals to understand best how we can minimize the amount of tax they pay over their LIFETIME.


Do you have a customer satisfaction or refund policy?

If you decide to work with Jacobson & Schmitt Advisors, you can cancel our services at any point and receive a refund for services not used.

What are your qualifications? What is your education background?

Jason is co-founder of Jacobson & Schmitt Advisors. Today, he serves on the investment committee helping determine portfolio direction and composition. Jason is a Certified Financial Planner and Certified Private Wealth Advisor® professional who provides financial planning services and investment advice to the firm's clients.

How are you compensated? How will I pay for your services?

We are a Fee-Only firm which means we receive compensation ONLY from our clients.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

No. If we're managing money for you, it's our responsibility to make the investment decisions and therefore we have full discretionary authority.

How many clients do you currently manage?

We provide financial planning and investment management services to roughly 375 clients.



WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. A full set of disclosures can be found here for Jacobson & Schmitt Advisors, LLC : https://jandsadvisors.com/disclosures/

Additional Detailed Disclosures



This information is for your private and confidential use only and is not intended for broad usage or dissemination./ This report is for the purpose of presenting the performance of your accounts and investments only and is not intended to be relied upon as a forecast, research, or investment advice. Although this material is based upon information the advisor considers reliable and endeavors to keep current, the advisor does not assure that this material is accurate, current or complete, and it should not be relied upon as such./ No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. / All investments include a risk of loss that clients should be prepared to bear. The principal risks of the advisors investment services are disclosed in the publicly available Form ADV Part 2A. Jacobson & Schmitt Advisors LLC ("JSA) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where JSA and its representatives are properly licensed or exempt from licensure./ If you have any questions, please contact us at /608-662-7500.


Registered Investment Advisor:


Investment Advisor Representative:


Acknowledged fiduciary:


Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Office Hours

Mon. 9:00 AM - 4:00 PM
Tue. 9:00 AM - 4:00 PM
Wed. 9:00 AM - 4:00 PM
Thu. 9:00 AM - 4:00 PM
Fri. 9:00 AM - 4:00 PM

Compensation Arrangements

Check Bank Transfer
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American Express Discover

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