Kevin Jacobs, CFP®, EA Step By Step Financial

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About Kevin Jacobs, CFP®, EA

I am the founder of Step By Step. I have been a recognized as a CFP® practitioner since 2008 and have been in the financial services industry since 2005. As an Enrolled Agent (EA), I am also licensed to practice before the IRS.

I served as a youth director in Memphis, TN. My wife and I have a large family and we are active at our church. I’m also very involved in the community of Broken Arrow.

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Ideal Clients

  • Baby Boomers
  • Charitable Giving
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Initial Fee “Financial Review”: $950
  • Quarterly Fee: Minimum Annual Agreement Fee $750 (This can also be paid in installments of $250/ month)

SEC Records

States Registered

  • Oklahoma

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