Jordan Fulton is a CFP-designated registered investment advisor at Netadvizor Wealth LLC, based in Jenks, OK, with 8 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 139 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.84% |
| $2.0M - $3.0M | 0.74% |
| $3M+ | 0.65% |
Fee Estimator
Location
Jenks, OK
Get directionsHistory
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 Activities
Jordan is the President/Corporate Controller for McIntosh Corporation, a specialty contractor, dedicating full-time hours to this role. Additionally, Jordan is President of NetAdvizor LLC & NetAdvizor Business LLC, providing bookkeeping, accounting, and CFO services to small businesses, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Netadvizor Wealth LLC
Previous Registrations
Netadvizor, LLC
Ronald Blue & CO., LLC
State Registrations2 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.