Jordan Leaman is a CFP-designated registered investment advisor at True Wealth Retirement Partners, LLC, based in Wyoming, MI, with 4 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 22 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.49% |
Fee is negotiable.
Fee Estimator
Location
5751 Byron Center Ave Sw, Suite Y, Wyoming, MI, 49519
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jordan is a production partner at Churchill Mortgage, dedicating about 10% of his time to branch management consulting. He is also a registered investment advisor with Cornerstone Wealth Partners LLC and will maintain dual registration to transition clients to TWRP before terminating his registration with Cornerstone.
Employment History
Current Registrations
True Wealth Retirement Partners, LLC
Previous Registrations
Cornerstone Wealth Partners, LLC
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.