Jordan Banning
Crafted Financial Planning · Glendale, Arizona
Jordan Banning is a fee-only financial advisor at Crafted Financial Planning in Glendale, Arizona, who holds the CFP credential. Jordan charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $3,600 a year and one-time plans from $2,500) and focuses on equity compensation, tax planning and retirement planning.
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Specialties
Who they serve
- Tech employees
- Physicians
- High earners
Facts
| Firm | Crafted Financial Planning |
|---|---|
| Based in | Glendale, Arizona |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $3,600 a year · One-time plans from $2,500 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $9.5M across 59 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 6404518 |
| Exams passed | Series 63 (2014) · Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | craftedplanning.com |
| Profile |
How Jordan's firm compares
- Ongoing planning starts at $3,600 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Arizona median of $1,650 for fee-only firms that publish prices.
- Crafted Financial Planning's average account is about $161,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Jordan
Is Jordan Banning a fee-only financial advisor?
Yes. Jordan Banning is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jordan's firm.
How does Jordan charge for financial advice?
Jordan charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Jordan charge?
According to Crafted Financial Planning's website, checked October 28, 2026: ongoing planning from $3,600 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed.
Where is Jordan Banning based?
Jordan Banning is based in Glendale, Arizona.
What does Jordan specialize in?
Jordan's specialties include equity compensation, tax planning, retirement planning, estate & legacy planning, student loans and small business owners. Jordan works with tech employees, physicians and high earners.
What credentials does Jordan Banning hold?
Jordan Banning holds the CFP credential.
Is Jordan Banning registered with the SEC?
Yes. Jordan Banning is registered as an investment adviser representative in AZ (CRD 6404518), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Crafted Financial Planning manage?
Crafted Financial Planning reports $9.5M across 59 accounts in assets under management.
How do I contact Jordan Banning?
Through Jordan's website, craftedplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Crafted Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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