Jordan Financial Life Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$99,101,304
Total clients
279
11% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
140
Average account size
$355,202
Client services
Fee options
Financial planning flat fees range from up to $2,500 for Basic Plan to $2,500-$10,000 for Comprehensive Plan
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.60% annually $2,000,001 - $4,000,000: 0.45% annually $4,000,001+: 0.25% annually
May receive commissions from insurance products if recommended, but conflicts are minimized and disclosed.
Hourly financial planning fee typically $250 per hour
Ongoing or retainer financial planning fees may be charged periodically (schedule of meetings and monitoring)
Minimum fee: Portfolio Analysis Fee – $500.00 (negotiable) Fee-only: Fee-only model with no commissions on investment management; may receive commissions on insurance products if applicable, but seek to avoid conflicts.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Jordan Financial Life Planning
6123 Green Bay Rd, Suite 200
Kenosha WI 53142, United States
Number of offices
1
Forms ADV
Quick links
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