Jordan Fee
Allium Financial Advisors · Lake Oswego, Oregon
Jordan Fee is a fee-only financial advisor at Allium Financial Advisors in Lake Oswego, Oregon, who holds the CFA credential. Jordan focuses on small business owners, tax planning and estate & legacy planning. Allium Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Allium Financial Advisors |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $733.5M across 934 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, OR, TX, WA · CRD 7466875 |
| Exams passed | Series 66 (2022) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.alliumfinancial.com |
How Jordan's firm compares
- Allium Financial Advisors's average account is about $785,000, from its Form ADV (assets managed divided by 934 accounts).
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Questions about Jordan
Is Jordan Fee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Allium Financial Advisors 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, Allium Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Fee based?
Jordan Fee is based in Lake Oswego, Oregon.
What does Jordan specialize in?
Jordan's specialties include small business owners, tax planning and estate & legacy planning.
What credentials does Jordan Fee hold?
Jordan Fee holds the CFA credential.
Is Jordan Fee registered with the SEC?
Yes. Jordan Fee is registered as an investment adviser representative in CA, OR, TX and WA (CRD 7466875), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allium Financial Advisors manage?
Allium Financial Advisors reports $733.5M across 934 accounts in assets under management.
How do I contact Jordan Fee?
Through Jordan's website, www.alliumfinancial.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
- Allium Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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