# Jordan Leaman

> Jordan Leaman is a fee-only financial advisor at True Wealth Retirement Partners in Grand Rapids, Michigan, who holds the CFP credential. Jordan charges a flat fee or retainer, an ongoing planning fee and a percentage of assets (ongoing planning from $4,800 a year and no asset minimum) and focuses on retirement planning, tax planning and flat-fee planning.

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

## Facts

- **Firm:** True Wealth Retirement Partners
- **Based in:** Grand Rapids, Michigan
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Percentage of assets
- **Fees (firm's website):** ongoing planning from $4,800 a year; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $16.9M across 86 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Flat-fee planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7451976 (https://adviserinfo.sec.gov/individual/summary/7451976)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://truewealthrp.com

## Frequently asked questions

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

Yes. Jordan Leaman is listed in 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 and a percentage of assets.

### How much does Jordan charge?

According to True Wealth Retirement Partners's website, checked October 28, 2026: ongoing planning from $4,800 a year; no asset minimum.

### Does Jordan work with clients virtually?

Yes. True Wealth Retirement Partners says on its website that it works with clients remotely.

### Where is Jordan Leaman based?

Jordan Leaman is based in Grand Rapids, Michigan.

### What does Jordan specialize in?

Jordan's specialties include retirement planning, tax planning and flat-fee planning. Jordan works with retirees and pre-retirees.

### What credentials does Jordan Leaman hold?

Jordan Leaman holds the CFP credential.

### Is Jordan Leaman registered with the SEC?

Yes. Jordan Leaman is registered as an investment adviser representative in MI and TX (CRD 7451976), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does True Wealth Retirement Partners manage?

True Wealth Retirement Partners reports $16.9M across 86 accounts in assets under management.

### How do I contact Jordan Leaman?

Through Jordan's website, truewealthrp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jordan-leaman-78546): 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://truewealthrp.com/): 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.