Jordan Spencer is a CFP-designated registered investment advisor at Vox Financial Planning, based in Edmond, OK, with 6 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 6 clients with $450K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vox Financial Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is included as part of the wealth management engagement, which carries an annual fixed fee ranging from $5,000 to $50,000 based on your total income, assets, financial complexity, and services requested. The initial term has a minimum fee of $5,000. Additionally, the third-party firm managing your investments charges a separate fee, which is detailed in their regulatory disclosures.
Contact
Jordan Spencer
Location
Edmond, OK
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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 Activities
Jordan works as a Financial Counselor for Magellan Federal, providing financial education to members of the National Guard, taking about half of his time. He also assists another advisor with tax return preparation during tax season, but this does not take a significant amount of time during normal trading hours.
Employment History
Current Registrations
Vox Financial Planning
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations1 state
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.
Exams
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