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Credentials
Series 65
Experience Industry experience
13 years
Location
Marfa, TX
Maridea Wealth Management
Multi-team
Thomas Jacobs is a Series 65-licensed financial advisor at Maridea Wealth Management with 13 years of industry experience. He previously worked at Huckleberry Capital Management and ZT Wealth Advisory. Outside of his advisory role, he manages Complete Growth Investor LLC, making selective small private investments, and is involved with The Marfa Group, where he engages in public speaking and authorship on investment topics. He also works as a habitat conservationist focused on native plant restoration near Big Bend National Park. Maridea Wealth Management serves individuals, high-net-worth clients, trusts, estates, businesses, and employer-sponsored retirement plans, managing approximately $1.97 billion in client assets. The firm employs a diversified, tax-aware investment approach primarily using low-cost mutual funds and ETFs, supplemented by individual securities or sub-advisers when appropriate, with a long-term focus and periodic rebalancing.
Based on Maridea Wealth Management
Fixed financial planning fees up to $10,000; fixed cash management and treasury services fees based on scope and complexity
$0+: Up to 2.50% annually (investment management fees, negotiable based on factors such as scope, complexity, asset level, and client relationship) $0+: Up to 1.00% annually (retirement plan advisory services, negotiable depending on plan size and complexity)
Hourly financial planning fees up to $250 per hour
Account minimum: $100,000 (may be reduced or waived at Adviser’s sole discretion) Fee-only: Financial planning fixed fees up to $10,000; hourly planning fees up to $250/hour; CFO services fees depend on complexity (separate and distinct from advisory fees)
Marfa, TX
Marfa TX
Advisors at this office
2
Texas
13 years of industry experience
Maridea Wealth Management LLC
2024 - Present • 2 years
Marfa, TX
Huckleberry Capital Management, LLC
2015 - 2024 • 9 years
Marfa, TX
ZT Wealth Advisory
2013 - 2016 • 3 years
TX
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Bank
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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