Jordan Lafayette
Hanson+Doremus · Burlington, Vermont
Jordan Lafayette is a fee-only financial advisor at Hanson+Doremus in Burlington, Vermont. Jordan charges a percentage of assets (0.85% a year on the first tier of assets managed and a $1,000,000 asset minimum).
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Facts
| Firm | Hanson+Doremus |
|---|---|
| Based in | Burlington, Vermont |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.85% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $1.06B across 1,557 accounts |
| SEC registration | Investment adviser representative in VT · CRD 7650719 |
| Exams passed | Series 65 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.hansondoremus.com |
How Jordan's firm compares
- Hanson+Doremus's average account is about $681,000, from its Form ADV (assets managed divided by 1,557 accounts).
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Questions about Jordan
Is Jordan Lafayette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Hanson+Doremus 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 charges a percentage of assets.
How much does Jordan charge?
According to Hanson+Doremus's website, checked October 30, 2026: 0.85% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Jordan Lafayette based?
Jordan Lafayette is based in Burlington, Vermont.
Is Jordan Lafayette registered with the SEC?
Yes. Jordan Lafayette is registered as an investment adviser representative in VT (CRD 7650719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hanson+Doremus manage?
Hanson+Doremus reports $1.06B across 1,557 accounts in assets under management.
How do I contact Jordan Lafayette?
Through Jordan's website, www.hansondoremus.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
- Hanson+Doremus 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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