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.
- Baby Boomers
- Charitable Giving
- Retirement Planning
- Tax Planning
Ways Advisor Charges
- Quarterly Fee
- Assets Under Management
- Initial Fee “Financial Review”: $950
- Quarterly Fee: Minimum Annual Agreement Fee $750 (This can also be paid in installments of $250/ month)