M
Miotto, Jordan Philip
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
The firm provides one-time financial planning and portfolio review services to individuals, trusts, and estates, offering a written report with asset-allocation and investment recommendations. Although categorized as an investment manager, the firm does not provide ongoing account management and reports $0 in assets under management.
The firm’s analyses employ a top-down approach with fundamental and asset-allocation analysis, emphasizing strategic asset allocation and broad-based, liquid instruments such as ETFs and mutual funds. Services are non-discretionary: the adviser delivers recommendations and the client retains responsibility for implementing trades and selecting custodians.
Notably, the firm does not use percentage-of-assets-under-management fees—a billing approach that is common among peers—but instead charges a one-time flat fee for the engagement and does not accept commissions or third-party compensation. The sole proprietor maintains a full-time outside occupation and the firm does not take custody of client assets, which differentiates its operating model from many firms in the investment-manager category.
Client services
Financial planning
One-time portfolio review and investment advice services
One-time portfolio review and investment advice services
Expertise
General retirement planning
Cash flow / budgeting
Fee options
$400 flat fee for Financial Planning & Investment Consultation engagement
Fee-only: $400 flat fee for Financial Planning & Investment Consultation engagement
Main office location
Miotto, Jordan Philip
Anaheim CA, United States
Number of offices
1
Most active in
Miotto, Jordan Philip has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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