Jordan Witt
Jordan Witt is a registered investment advisor at Witt Financial Group, LLC, based in Crossville, TN, with 11 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 316 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Witt Financial Group recommends third-party investment advisors to clients. These advisors share the investment advisory fees charged on client accounts. The maximum advisory fee to the client is 1.50%. The fees are negotiable. The specific fee arrangements are detailed in the contract between Witt Financial Group, the chosen third-party advisor, and the client.
Location
91 Hwy 70 East, Suite 102, Crossville, TN, 38555
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan Witt is a licensed insurance agent and receives commissions for these sales.
Employment History
Current Registrations
Witt Financial Group, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.