Advisor at VOX Financial Planning
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.
Firm
VOX Financial Planning
Location
Edmond, OK
Credentials
CFP®, Series 66
Industry experience
6 years
Jordan Spencer is a CFP® with six years of industry experience, currently serving as the sole advisor at VOX Financial Planning. He has worked at Magellan Federal since 2020 as a Financial Counselor providing financial education to National Guard members, and previously held roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of advisory work, he assists with tax return preparation during tax season. VOX Financial Planning is a fee-only advisory firm that offers financial planning, portfolio oversight, and limited single-appointment reviews. The firm uses an outsourced implementation model with third-party sub-advisors managing day-to-day portfolio activities and employs a fixed engagement fee structure rather than percentage-of-AUM billing.
Based on VOX Financial Planning
Financial Review fixed fee ranges from $500 to $2,500 depending on scope
Account minimum: $5,000 Minimum fee: Minimum fee of $5,000 for the initial term, with annual fixed fees ranging from $5,000 to $50,000 Fee-only: Fixed fees ranging from $500 to $50,000 depending on the service and client needs
Edmond, OK
Oklahoma
Vox Financial Planning, LLC
2021 - Present (5 years)
Magellan Federal
2020 - Present (6 years)
Mass Mutual Investors Services
2018 - 2019 (1 year)
MassMutual life Insurance Company
2016 - Present (10 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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