Jordan Pfister
Pathway Financial Advisers · Auburn, Indiana
Jordan Pfister is a fee-only financial advisor at Pathway Financial Advisers in Auburn, Indiana. Jordan charges a percentage of assets and hourly fees and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Pathway Financial Advisers |
|---|---|
| Based in | Auburn, Indiana |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $524.2M across 1,832 accounts |
| SEC registration | Investment adviser representative in IN · CRD 7488138 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.pathwayria.com |
How Jordan's firm compares
- Pathway Financial Advisers's average account is about $286,000, from its Form ADV (assets managed divided by 1,832 accounts).
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Questions about Jordan
Is Jordan Pfister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Pathway Financial Advisers 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 and hourly fees.
Where is Jordan Pfister based?
Jordan Pfister is based in Auburn, Indiana.
What does Jordan specialize in?
Jordan's specialties include retirement planning and estate & legacy planning.
Is Jordan Pfister registered with the SEC?
Yes. Jordan Pfister is registered as an investment adviser representative in IN (CRD 7488138), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pathway Financial Advisers manage?
Pathway Financial Advisers reports $524.2M across 1,832 accounts in assets under management.
How do I contact Jordan Pfister?
Through Jordan's website, www.pathwayria.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
- Pathway Financial Advisers 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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