Jordan Kahn
HCR Wealth Advisors · Los Angeles, California
Jordan Kahn is a fee-only financial advisor at HCR Wealth Advisors in Los Angeles, California, who holds the CFA credential. Jordan focuses on retirement planning, estate & legacy planning and tax planning. HCR Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Divorced individuals
- Founders
- Multi-generational families
Facts
| Firm | HCR Wealth Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.96B across 3,191 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4489366 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.hcrwealth.com |
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Questions about Jordan
Is Jordan Kahn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and HCR Wealth 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, HCR Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Kahn based?
Jordan Kahn is based in Los Angeles, California.
What does Jordan specialize in?
Jordan's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and divorce financial planning. Jordan works with retirees, divorced individuals, founders and multi-generational families.
What credentials does Jordan Kahn hold?
Jordan Kahn holds the CFA credential.
Is Jordan Kahn registered with the SEC?
Yes. Jordan Kahn is registered as an investment adviser representative in CA (CRD 4489366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HCR Wealth Advisors manage?
HCR Wealth Advisors reports $1.96B across 3,191 accounts in assets under management.
How do I contact Jordan Kahn?
Through Jordan's website, www.hcrwealth.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
- HCR Wealth 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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