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Jordan Financial Life Planning
Jordan Financial Life Planning is a US RIA providing fee-only financial planning, investment management, and wealth advisory services under a fiduciary...
Jordan Financial Life Planning
Jordan Financial Life Planning is a registered investment advisor that delivers financial planning and investment management services. The firm's approach centers on life planning—coordinating clients' financial decisions with personal goals across retirement, education, and legacy planning. The firm's strategy involves constructing customized portfolios using low-cost ETFs and direct securities, with portfolio rebalancing and tax-loss harvesting integrated into the planning process. Service coverage includes retirement planning, cash flow management, college funding, and insurance analysis. The firm operates as a fee-only RIA, avoiding commission-based products. Team size and founding year are not publicly disclosed. The firm does not maintain additional offices outside its primary location. There are no known philanthropic vehicles or operating companies attached to the firm. Jordan Financial Life Planning is structured as an independent RIA, not affiliated with a larger bank or brokerage. Its differentiator is the emphasis on life planning over pure asset management, with goals-based financial coaching as a core service.
General information
Firm type
RIA
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
Who runs investment decisions at 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.
Is Jordan Financial Life Planning structured as a family office or an RIA?
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.
What investment vehicles does the firm typically use?
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.
Does the firm participate in direct investments or private deals?
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).
What sectors does the firm explicitly avoid?
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.
How is the firm's compensation structured?
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.
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