Brandon Jordan
Impact Advisors Group · Duxbury, Massachusetts
Brandon Jordan is a fee-only financial advisor at Impact Advisors Group in Duxbury, Massachusetts, who holds the CFP and ChFC credentials. Impact Advisors Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Impact Advisors Group |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $76.4M across 98 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in GA, MA, NJ, PA · CRD 6069016 |
| Exams passed | Series 66 (2016) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.impactadvisorsgroup.com |
How Brandon's firm compares
- Impact Advisors Group's average account is about $780,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Brandon
Is Brandon Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Impact Advisors Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Impact Advisors Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brandon Jordan based?
Brandon Jordan is based in Duxbury, Massachusetts.
What credentials does Brandon Jordan hold?
Brandon Jordan holds the CFP and ChFC credentials.
Is Brandon Jordan registered with the SEC?
Yes. Brandon Jordan is registered as an investment adviser representative in GA, MA, NJ and PA (CRD 6069016), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Impact Advisors Group manage?
Impact Advisors Group reports $76.4M across 98 accounts in assets under management.
How do I contact Brandon Jordan?
Through Brandon's website, www.impactadvisorsgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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