Jordan Johnson is a registered investment advisor at Pinelight Financial PLLC, based in Estero, FL, 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 Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 33 clients with $41M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.50% |
| $8M+ | 0.45% |
For clients investing in a “Solo” 401k or similar plan where only members of the household are participants in the plan and a pre-existing advisory relationship exists with the individuals, advisory fees are based on aggregated household assets under management as outlined in our separate advisory agreement with the household or each individual.
Fee Estimator
Location
Estero, FL
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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.
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Jordan is a Certified Public Accountant with Pinelight Financial LLC, providing accounting services in conjunction with investment advisory services. This activity takes about half of Jordan's time.
Employment History
Current Registrations
Pinelight Financial PLLC
Previous Registrations
Dhjj Financial Advisors
State Registrations1 state
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