Jordan Naffa
Arista Wealth Management · Scottsdale, Arizona
Jordan Naffa is a fee-only financial advisor at Arista Wealth Management in Scottsdale, Arizona, who holds the ABFP, ADPA and AWMA credentials. Arista Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Arista Wealth Management |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.20B across 1,979 accounts |
| Credentials | ABFP · ADPA · AWMA · CFP · CRPS · MBA |
| SEC registration | Investment adviser representative in NV · CRD 6534732 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 17 employees |
| Disclosures | None reported |
How Jordan's firm compares
- Arista Wealth Management's average account is about $607,000, from its Form ADV (assets managed divided by 1,979 accounts).
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Questions about Jordan
Is Jordan Naffa a fee-only financial advisor?
Yes. Jordan Naffa is listed in the NAPFA directory (NAPFA admits only fee-only advisors). 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's firm, Arista Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Naffa based?
Jordan Naffa is based in Scottsdale, Arizona.
What credentials does Jordan Naffa hold?
Jordan Naffa holds the ABFP, ADPA, AWMA, CFP, CRPS and MBA credentials.
Is Jordan Naffa registered with the SEC?
Yes. Jordan Naffa is registered as an investment adviser representative in NV (CRD 6534732), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Arista Wealth Management manage?
Arista Wealth Management reports $1.20B across 1,979 accounts in assets under management.
How do I contact Jordan Naffa?
Contact details aren't on file yet. Search for Arista Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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