Advisor at Jordan Financial Life 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
Jordan Financial Life Planning
Location
Kenosha, WI 53142
Credentials
ChFC®, Series 66
Industry experience
17 years
Based on Jordan Financial Life Planning
One-time project fees ranging up to $2,500 (Basic Plan) and $2,500 to $10,000 (Comprehensive Plan)
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $4,000,000: 0.45% $4,000,000+: 0.25%
$250 per hour for financial planning services
Ongoing or retainer financial planning fees (negotiable, separate from investment management fees)
Minimum fee: Portfolio Analysis Fee – $500 (negotiable) Fee-only: Financial planning fees: $250/hour; $0 - $2,500 for Basic Financial Plan; $2,500 - $10,000 for Comprehensive Financial Plan; ongoing retainer fees negotiable
6123 Green Bay Rd, Suite 200
Kenosha, WI 53142
Illinois · Wisconsin
Jordan Financial Life Planning
2008 - Present (18 years)
Words That Work
1997 - 2018 (21 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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