{
  "crd_number": 146633,
  "slug": "jordan-financial-life-planning-kenosha-wi-146633",
  "primary_business_name": "JORDAN FINANCIAL LIFE PLANNING",
  "legal_name": "INDEPENDENT WEALTH MANAGEMENT LLC",
  "dbas": [
    "JORDAN FINANCIAL LIFE PLANNING, JORDAN FINANCIAL PLANNING, JORDAN FINANCIAL"
  ],
  "city": "Kenosha",
  "state": "WI",
  "country": "United States",
  "cbsa_code": "28450",
  "metro": {
    "cbsa_code": "28450",
    "common_name": "Kenosha",
    "msa_name": "Kenosha, WI",
    "path": "/advisors/wi/kenosha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-06-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-08",
  "carried_forward": false,
  "raum_total": 107087243.0,
  "raum_discretionary": 107022047.0,
  "raum_non_discretionary": 65196.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 207142.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 45290375.0,
      "count": 169
    },
    "high_net_worth_individuals": {
      "raum": 61589726.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IL",
    "TN",
    "WI"
  ],
  "websites": [
    "https://facebook.com/JORDANFINANCIALLIFEPLANNING",
    "https://jordanfinancial.biz"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146633",
  "city_as_filed": "KENOSHA",
  "url": "https://advisorcensus.com/firm/jordan-financial-life-planning-kenosha-wi-146633",
  "display_name": "Jordan Financial Life Planning",
  "summary": "Jordan Financial Life Planning is an SEC-registered investment advisory firm in Kenosha, WI, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.",
  "citation": "AdvisorCensus. Jordan Financial Life Planning (CRD 146633): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Jordan Financial Life Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Jordan Financial Life Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Jordan Financial Life Planning charge?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 states: Hourly rate: $250 an hour (specific financial questions and concerns with verbal and/or written…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Jordan Financial Life Planning located?",
      "a": "Jordan Financial Life Planning's principal office is in Kenosha, WI, according to its Form ADV."
    },
    {
      "q": "Is Jordan Financial Life Planning registered with the SEC or a state?",
      "a": "Jordan Financial Life Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 146633."
    },
    {
      "q": "How much does Jordan Financial Life Planning manage?",
      "a": "Jordan Financial Life Planning reports $107,087,243 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Jordan Financial Life Planning serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (35); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Jordan Financial Life Planning use?",
      "a": "Jordan Financial Life Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Jordan Financial Life Planning report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146633"
    },
    {
      "q": "Does Jordan Financial Life Planning state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 8, 2026 says: \"We do not require a minimum net worth, income, or account size for you to contract with us for financial planning services. This applies also to investment management services\""
    },
    {
      "q": "What changed in Jordan Financial Life Planning's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "No longer lists the business name Jordan Financial Life Planning, Jordan Financial.",
        "Added the business name Jordan Financial Life Planning, Jordan Financial Planning, Jordan Financial."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (specific financial questions and concerns with verbal and/or written…)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not require a minimum net worth, income, or account size for you to contract with us for financial planning services. This applies also to investment management services"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (specific financial questions and concerns with verbal and/or written…)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "specific financial questions and concerns with verbal and/or written analyses and recommendations"
        }
      ]
    },
    "quotes": [
      "We do not require a minimum net worth, income, or account size for you to contract with us for financial planning services. This applies also to investment management services",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/jordan-financial-life-planning-kenosha-wi-146633.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 169,
      "fewer_than_5": false,
      "raum": 45290375.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 61589726.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 207142.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146633",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}