Advisor at Concordia Wealth Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Powell, OH
Credentials
CFP®, Series 65
Industry experience
8 years
Jordan Acer is a CFP® professional with eight years of industry experience, currently serving at Concordia Wealth Planning, LLC since 2022. Prior to joining Concordia, he worked at Nvest Wealth Strategies, Inc. and WealthStone Inc. His credentials include the Series 65 license. Concordia Wealth Planning, LLC provides comprehensive financial planning and investment management to individuals, including high-net-worth clients, and retirement plan sponsors. The firm uses a structured Priorities™ Process and Preparedness™ scoring to align recommendations with client goals and employs outside portfolio managers alongside discretionary management and professional coordination with other advisors.
Based on Concordia Wealth Planning, LLC
Based on Concordia Wealth Planning, LLC
Based on Concordia Wealth Planning, LLC
Flat, annual contractual fees for Wealth Planning Programs, negotiated per client; fixed fees for project-based services, negotiable.
$0 - $250,000: 1.50% $250,000 - $500,000: 1.20% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $20,000,000: 0.30% $20,000,000+: 0.10%
Minimum fee: Flat, annual contractual fee negotiated based on Modified Net Worth, Income, and Administrable Assets; no specific dollar minimum stated. Fee-only: Flat, contractual fees for Wealth Planning Programs negotiated individually; project-based fees are fixed and negotiable.
Powell, OH
Georgia · Ohio
Concordia Wealth Planning, LLC
2022 - Present (4 years)
Nvest Wealth Strategies, Inc.
2019 - Present (7 years)
WealthStone Inc.
2012 - 2019 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Verified by Warmer
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