# Jaco Jordaan

> Jaco Jordaan is a fee-only financial advisor at Riverchase Wealth Management in Upper St. Clair, Pennsylvania, who holds the CFP, ChFC and CFA credentials. Jaco focuses on retirement planning, tax planning and estate & legacy planning. Riverchase Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Riverchase Wealth Management
- **Based in:** Upper St. Clair, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $251.5M across 572 accounts
- **Credentials:** CFP, ChFC, CFA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Equity compensation, Small business owners
- **Works with:** Retirees, Pre-retirees, Executives, High earners, Founders
- **CRD:** 2788224 (https://adviserinfo.sec.gov/individual/summary/2788224)
- **SEC registration:** Investment adviser representative in CO, PA, TX
- **Exams passed:** Series 66 (1996)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.riverchasewealth.com

## Frequently asked questions

### Is Jaco Jordaan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jaco holds no broker registration, and Riverchase Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jaco charge for financial advice?

Jaco's firm, Riverchase Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Jaco charge?

According to Riverchase Wealth Management's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Does Jaco work with clients virtually?

Yes. Riverchase Wealth Management says on its website that it works with clients remotely.

### Where is Jaco Jordaan based?

Jaco Jordaan is based in Upper St. Clair, Pennsylvania.

### What does Jaco specialize in?

Jaco's specialties include retirement planning, tax planning, estate & legacy planning, equity compensation and small business owners. Jaco works with retirees, pre-retirees, executives, high earners and founders.

### What credentials does Jaco Jordaan hold?

Jaco Jordaan holds the CFP, ChFC and CFA credentials.

### Is Jaco Jordaan registered with the SEC?

Yes. Jaco Jordaan is registered as an investment adviser representative in CO, PA and TX (CRD 2788224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Riverchase Wealth Management manage?

Riverchase Wealth Management reports $251.5M across 572 accounts in assets under management.

### How do I contact Jaco Jordaan?

Through Jaco's website, www.riverchasewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2788224): 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://www.riverchasewealth.com/): 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.