PlannerFees

Jordan Financial Life Planning fees and pricing

Financial planner in Kenosha, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 8, 2026, Jordan Financial Life Planning charges $250 an hour and a flat or project fee of $500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“On an hourly basis, typically for an investment of $250 per hour, we address your specific financial questions and concerns with verbal and/or written analyses and recommendations.”
Flat or project fee
$500
“You Pay in Advance If you pay financial planning fees in advance (no more than $500 is required for the ensuing quarter) and you terminate the advisory contract before work is completed, then we will refund the portion of your fee that remains unearned after calculating actual work we performed at the rate of $250…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Jordan Financial Life Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “We are compensated by fees that clients (“you,” “your”) pay by check or by a deduction from your investment accounts.”
  • “Portfolio Analysis Fee – $500.00 (negotiable based on whether initial portfolio analysis was included in a one-time or ongoing financial planning engagement); and ii.”
  • “You may arrange to pay by check upon invoice.”

How Jordan Financial Life Planning’s fees compare

  • Its hourly rate of $250 is below the Wisconsin median of $300. 23% of the 95 other Wisconsin planners that publish an hourly rate charge less.
  • Its flat or project fee of $500 is below the Wisconsin median of $3,000. 3% of the 73 other Wisconsin planners that publish a flat or project fee charge less.

About Jordan Financial Life Planning

“We offer investment advice and recommendations within the scope of one-time or ongoing financial planning relationships that you engage us to fulfill.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
204
Employees
3
Works with
Individuals, high net worth individuals, and charities
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$107,087,243
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
146633
Website
jordanfinancial.biz (opens in new tab)
Phone
(262) 656-1141

Can advise clients in 3 states: Illinois, Tennessee, Wisconsin

Other planners in Kenosha that publish fees

Compare all 198 planners in Wisconsin

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.