Advisor at Macke Financial Advisory Group
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
Macke Financial Advisory Group
Location
Fort Myers, FL 33907
Credentials
CFP®, Series 65
Industry experience
5 years
Kevin Jordan is a CFP® with five years of industry experience, currently serving as a financial advisor at Macke Financial Advisory Group since 2019. Prior to joining Macke, he worked at Herc Rentals and Bishop Verot High School. Macke Financial Advisory Group provides comprehensive financial planning and investment management services to individuals, trusts, estates, and retirement plans, including a bundled family office program offering lifestyle and cash management support. The firm employs a combination of fundamental, technical, and cyclical analysis across various asset classes and is noted for its willingness to recommend less common investment solutions with transparent disclosure.
Financial planning fixed fees generally start at $500
$0 - $1,000,000: 0.90% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.30% $10,000,001+: Negotiable
$250/hour standard; $225/hour for additional financial planning sessions beyond included
Financial planning subscription $100/month billed quarterly in advance
Minimum fee: $600 to $2,000 depending on assets under management below $250,000 Fee-only: Financial planning fixed fees start at $500; hourly fees $250/hour; subscription $100/month billed quarterly in advance; additional hourly sessions $225/hour; Orion software $50/account/quarter
12699 New Brittany Blvd.
Fort Myers, FL 33907
Florida
Macke Financial Advisory Group
2019 - Present (7 years)
Herc Rentals
2017 - 2019 (2 years)
Bishop Verot High School
2015 - 2017 (2 years)
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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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