Jordan Financial Life Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$107,087,243
Total clients
204
17% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
68
Average account size
$524,937
About
Jordan Financial Life Planning serves primarily individual clients — including both high-net-worth and non-HNW households — and also provides advice to trusts, estates, small businesses and charitable entities. The firm offers financial life planning on a one-time or ongoing retainer basis and provides investment management services, including discretionary portfolio management and non‑discretionary review for held-away retirement accounts.
The firm’s planning process follows CFP practice standards and an Awareness–Alignment–Action framework to tailor recommendations and implementation to each client’s circumstances. Jordan Financial uses licensed financial-planning software, fundamental and technical analysis, and third‑party platforms to support portfolio construction and monitoring, including rebalancing held-away accounts through a dedicated aggregation tool.
What is notable for a firm of this size is its explicit use of the Pontera platform to manage held-away defined-contribution participant accounts with discretionary rebalancing while avoiding custody, and its announced transition from state to SEC registration. The firm operates on a fee-only advisory model, allows advisors to retain insurance licenses for professional competence and referral purposes rather than commissioned sales, and relies on Schwab Institutional and other third‑party services for custody, trading and reporting support.
Client services
Expertise
Fee options
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
Main office location
Jordan Financial Life Planning
6123 Green Bay Rd, Suite 200
Kenosha WI 53142, United States
Number of offices
1
Most active in
Illinois · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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