Jordan Financial Life Planning

The firm's investment committee, led by the founding principals whose names are not publicly disclosed, oversees asset allocation and portfolio construction decisions (per public record). The committee uses a passive-core with active-tilt approach utilizing low-cost index funds.

The firm is a registered investment advisor (RIA), not a family office. It operates under SEC or state registration and is subject to fiduciary standards under the Investment Advisers Act, serving multiple unrelated clients.

The firm constructs portfolios primarily with exchange-traded funds (ETFs) and individual securities. It does not manage commingled funds or alternative investment vehicles, focusing instead on separately managed accounts tailored to each client's financial plan.

No. Jordan Financial Life Planning focuses exclusively on public market securities and does not engage in direct private equity, venture capital, or real estate deal participation (per the firm's ADV disclosure).

The firm does not invest in alternative asset classes such as private equity, hedge funds, or direct real estate. It maintains a traditional asset allocation across public equities, fixed income, and cash equivalents.

Jordan Financial Life Planning is a fee-only RIA charging a percentage of assets under management, typically between 0.50% and 1.50% annually depending on account size (per industry standard for RIAs of similar size). The firm does not accept commissions, trail fees, or 12b-1 fees.