# Craig Jordan

> Craig Jordan is a fee-only financial advisor at Apogee Financial Services Group in Moorestown, New Jersey. Craig focuses on retirement planning, tax planning and estate & legacy planning. Apogee Financial Services Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-jordan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Apogee Financial Services Group
- **Based in:** Moorestown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $48.5M across 124 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 2134463 (https://adviserinfo.sec.gov/individual/summary/2134463)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1991)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.apogeefinancial.net/

## Frequently asked questions

### Is Craig Jordan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Apogee Financial Services Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig charge for financial advice?

Craig's firm, Apogee Financial Services Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Craig Jordan based?

Craig Jordan is based in Moorestown, New Jersey.

### What does Craig specialize in?

Craig's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### Is Craig Jordan registered with the SEC?

Yes. Craig Jordan is registered as an investment adviser representative in NJ (CRD 2134463), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Apogee Financial Services Group manage?

Apogee Financial Services Group reports $48.5M across 124 accounts in assets under management.

### How do I contact Craig Jordan?

Through Craig's website, www.apogeefinancial.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2134463): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://apogeefinancial.net/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.