# Jordan Financial Life Planning

> 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.

- CRD: 146633
- Filed as: JORDAN FINANCIAL LIFE PLANNING
- Legal name: Independent Wealth Management LLC
- Also doing business as: JORDAN FINANCIAL LIFE PLANNING, JORDAN FINANCIAL PLANNING, JORDAN FINANCIAL
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kenosha, WI
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146633
- AdvisorCensus page: https://advisorcensus.com/firm/jordan-financial-life-planning-kenosha-wi-146633

## Quick answers

**How is Jordan Financial Life Planning compensated?**
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).

**How much does Jordan Financial Life Planning charge?**
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.

**Where is Jordan Financial Life Planning located?**
Jordan Financial Life Planning's principal office is in Kenosha, WI, according to its Form ADV.

**Is Jordan Financial Life Planning registered with the SEC or a state?**
Jordan Financial Life Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 146633.

**How much does Jordan Financial Life Planning manage?**
Jordan Financial Life Planning reports $107,087,243 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).

**What types of clients does Jordan Financial Life Planning serve?**
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).

**Which custodians does Jordan Financial Life Planning use?**
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.

**Does Jordan Financial Life Planning report any disciplinary disclosures?**
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

**Does Jordan Financial Life Planning state an account minimum?**
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"

**What changed in Jordan Financial Life Planning's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Account minimum: None

> 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

- Hourly rate: $250 an hour (specific financial questions and concerns with verbal and/or written…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $107,087,243
- Discretionary: $107,022,047
- Non-discretionary: $65,196

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $45,290,375 |
| High net worth individuals | 35 | $61,589,726 |
| Charitable organizations | 2 | $207,142 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, TN, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jordanfinancial.biz](https://jordanfinancial.biz)
- Facebook @JORDANFINANCIALLIFEPLANNING

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

### June 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jordan Financial Life Planning (CRD 146633): Form ADV filing data as of October 2026.