Jordan Leaman
True Wealth Retirement Partners · Grand Rapids, Michigan
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $16.9M across 86 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 7451976 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truewealthrp.com |
| Profile |
How Jordan's firm compares
- Ongoing planning starts at $4,800 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- True Wealth Retirement Partners's average account is about $196,000, from its Form ADV (assets managed divided by 86 accounts).
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Questions about Jordan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- True Wealth Retirement Partners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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