Jordan Financial Life Planning

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Client assets under management

$106,880,101

Clients

204

17% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$523,922

About

Jordan Financial Life Planning serves primarily individual clients — including both high-net-worth and non-HNW households — and also provides advice to trusts, estates, small businesses and charitable entities. The firm offers financial life planning on a one-time or ongoing retainer basis and provides investment management services, including discretionary portfolio management and non‑discretionary review for held-away retirement accounts.

The firm’s planning process follows CFP practice standards and an Awareness–Alignment–Action framework to tailor recommendations and implementation to each client’s circumstances. Jordan Financial uses licensed financial-planning software, fundamental and technical analysis, and third‑party platforms to support portfolio construction and monitoring, including rebalancing held-away accounts through a dedicated aggregation tool.

What is notable for a firm of this size is its explicit use of the Pontera platform to manage held-away defined-contribution participant accounts with discretionary rebalancing while avoiding custody, and its announced transition from state to SEC registration. The firm operates on a fee-only advisory model, allows advisors to retain insurance licenses for professional competence and referral purposes rather than commissioned sales, and relies on Schwab Institutional and other third‑party services for custody, trading and reporting support.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Cash flow / budgeting

Fee options

Fixed

One-time project fees ranging up to $2,500 (Basic Plan) and $2,500 to $10,000 (Comprehensive Plan)

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.60% $2,000,000 - $4,000,000: 0.45% $4,000,000+: 0.25%

Project-based

$250 per hour for financial planning services

Subscriptions

Ongoing or retainer financial planning fees (negotiable, separate from investment management fees)

Other

Minimum fee: Portfolio Analysis Fee – $500 (negotiable) Fee-only: Financial planning fees: $250/hour; $0 - $2,500 for Basic Financial Plan; $2,500 - $10,000 for Comprehensive Financial Plan; ongoing retainer fees negotiable

Main office location

Jordan Financial Life Planning

6123 Green Bay Rd, Suite 200

Kenosha WI 53142, United States

Number of offices

Most active in

Illinois · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 262-656-1141

Advisors at this firm

David J

CFP®, ChFC®, Series 63, Series 66

Kenosha, WI

Jordan Financial Life Planning

David Jordan is a CFP® and ChFC® with 22 years of industry experience. He is a partner at Jordan Financial Life Planning in Kenosha, WI, and has been involved with Independent Wealth Management LLC since 2008. Outside of his advisory work, he is a partner in a property management business that owns the building where his practice is located. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, offering financial life planning and investment management through a fee-only advisory model. The firm applies a structured planning process and utilizes various platforms, including the Pontera system for managing held-away retirement accounts.

General retirement planning Income planning Cash flow / budgeting

Terry B

ChFC®, Series 66

Kenosha, WI

Jordan Financial Life Planning

Terry Backmann is a ChFC® and Series 66 credentialed advisor at Jordan Financial Life Planning with 17 years of industry experience. He has been with Jordan Financial Life Planning since 2008 and previously worked at Words That Work from 1997 to 2018. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, providing financial life planning and investment management services. The firm follows CFP practice standards and uses a structured planning framework, incorporating licensed software and third-party platforms to support portfolio construction and monitoring.

General retirement planning Income planning Cash flow / budgeting

Ana M

Series 66

Kenosha, WI

Jordan Financial Life Planning

Ana Mc Kinley is a financial advisor at Jordan Financial Life Planning with four years of industry experience. She holds a Series 66 credential and has worked at Independent Wealth Management LLC, Park Avenue Securities, Guardian Life Insurance Company, and Thrivent Financial, among others. In addition to her advisory work, she operates McKinley Tax Consulting, LLC. Jordan Financial Life Planning serves individual clients, trusts, estates, small businesses, and charitable entities, offering financial life planning and investment management services. The firm uses a structured planning process, licensed software, and third-party platforms to tailor and manage portfolios, including held-away accounts.

General retirement planning Income planning Cash flow / budgeting

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