# Jordan DeBoer

> Jordan DeBoer is a fee-only financial advisor at Calibration Financial in Milaca, Minnesota, who holds the AWMA and CFP credentials. Jordan charges a flat fee or retainer, an ongoing planning fee, a one-time planning fee, hourly fees and a percentage of assets (ongoing planning from $2,400 a year and no asset minimum) and focuses on equity compensation, small business owners and student loans.

Page: https://find.wellspent.co/advisors/jordan-deboer/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Calibration Financial
- **Based in:** Milaca, Minnesota
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee; Hourly; Percentage of assets
- **Fees (firm's website):** ongoing planning from $2,400 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $16.2M across 228 accounts
- **Credentials:** AWMA, CFP
- **Specialties:** Equity compensation, Small business owners, Student loans, Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** High earners, Early-career professionals
- **CRD:** 6554740 (https://adviserinfo.sec.gov/individual/summary/6554740)
- **SEC registration:** Investment adviser representative in CA, CO, FL, MN, TX
- **Exams passed:** Series 65 (2016), Series 63 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://calibrationfinancial.com/about

## Frequently asked questions

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

Yes. Jordan DeBoer 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 flat fee or retainer, an ongoing planning fee, a one-time planning fee, hourly fees and a percentage of assets.

### How much does Jordan charge?

According to Calibration Financial's website, checked October 28, 2026: ongoing planning from $2,400 a year; no asset minimum.

### Does Jordan work with clients virtually?

Yes. Calibration Financial says on its website that it works with clients remotely.

### Where is Jordan DeBoer based?

Jordan DeBoer is based in Milaca, Minnesota.

### What does Jordan specialize in?

Jordan's specialties include equity compensation, small business owners, student loans, retirement planning, tax planning and estate & legacy planning. Jordan works with high earners and early-career professionals.

### What credentials does Jordan DeBoer hold?

Jordan DeBoer holds the AWMA and CFP credentials.

### Is Jordan DeBoer registered with the SEC?

Yes. Jordan DeBoer is registered as an investment adviser representative in CA, CO, FL, MN and TX (CRD 6554740), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Calibration Financial manage?

Calibration Financial reports $16.2M across 228 accounts in assets under management.

### How do I contact Jordan DeBoer?

Through Jordan's website, calibrationfinancial.com/about.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/50320): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.calibrationfinancial.com/about): specialties, clients served, and fees, checked October 28, 2026

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