Jordan Acer
Concordia Wealth Planning · Powell, Ohio
Jordan Acer is a fee-only financial advisor at Concordia Wealth Planning in Powell, Ohio, who holds the CFP credential. Concordia Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Concordia Wealth Planning |
|---|---|
| Based in | Powell, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $45.4M across 140 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, OH · CRD 5590975 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.concordiawp.com |
How Jordan's firm compares
- Concordia Wealth Planning's average account is about $324,000, from its Form ADV (assets managed divided by 140 accounts).
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Questions about Jordan
Is Jordan Acer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Concordia Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, Concordia Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jordan Acer based?
Jordan Acer is based in Powell, Ohio.
What credentials does Jordan Acer hold?
Jordan Acer holds the CFP credential.
Is Jordan Acer registered with the SEC?
Yes. Jordan Acer is registered as an investment adviser representative in GA and OH (CRD 5590975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Concordia Wealth Planning manage?
Concordia Wealth Planning reports $45.4M across 140 accounts in assets under management.
How do I contact Jordan Acer?
Through Jordan's website, www.concordiawp.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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