Advisor at Hixon Zuercher Capital Management
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Firm
Hixon Zuercher Capital Management
Location
Findlay, OH 45840
Credentials
CFP®
Industry experience
4 years
Jordan Shaw is a CFP® professional with four years of industry experience. He has worked at Hixon Zuercher Capital Management since 2024 and previously held roles at Wescott Financial Advisory Group LLC and Asset Planning Services, Ltd. Shaw has experience in both advisory and educational environments. Hixon Zuercher Capital Management provides investment supervisory services, financial planning, and asset management to individuals, including high-net-worth clients, as well as institutional clients and other advisers. The firm emphasizes tailored, asset-allocation strategies using no-load mutual funds, ETFs, and individual securities, and offers public educational workshops and private life-coaching services in addition to its advisory work.
Based on Hixon Zuercher Capital Management
Based on Hixon Zuercher Capital Management
Life coaching workshops: $149 for individuals, $249 for couples
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$150 per hour for limited scope planning engagements; $150 per hour for private life coaching sessions
Account minimum: $500,000 (minimum investable asset level before being considered as a new client; waivable at firm's discretion) Minimum fee: $5,000 minimum fee for Institutional and Trust Service Fee Schedules unless waived Fee-only: Fee-only investment management; no commissions accepted
101 West Sandusky Street, Suite 301
Findlay, OH 45840
Ohio · Texas
Hixon Zuercher, LLC
2024 - Present (2 years)
Wescott Financial Advisory Group LLC
2022 - 2024 (2 years)
Asset Planning Services, Ltd.
2018 - 2021 (3 years)
Liberty University
2017 - 2018 (1 year)
Asset Planning Services, Ltd.
2017 - 2017 (1 year)
Liberty University
2016 - 2017 (1 year)
Corning Credit Union
2016 - 2016 (1 year)
Corning Community College
2015 - 2017 (2 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
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Bank
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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
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Series 65
Findlay, OH
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CFP®, Series 63, Series 65
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Series 65
Findlay, OH
Hixon Zuercher Capital Management
Series 66
Findlay, OH
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