# Jordan Ranly

> Jordan Ranly is a fee-only financial advisor at Nvest Wealth Strategies in Powell, Ohio, who holds the CFP credential. Jordan charges a percentage of assets.

Page: https://find.wellspent.co/advisors/jordan-ranly/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Nvest Wealth Strategies
- **Based in:** Powell, Ohio
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $236.7M across 640 accounts
- **Credentials:** CFP
- **CRD:** 7859014 (https://adviserinfo.sec.gov/individual/summary/7859014)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.nvestwealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Nvest Wealth Strategies 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.

### Where is Jordan Ranly based?

Jordan Ranly is based in Powell, Ohio.

### What credentials does Jordan Ranly hold?

Jordan Ranly holds the CFP credential.

### Is Jordan Ranly registered with the SEC?

Yes. Jordan Ranly is registered as an investment adviser representative in OH (CRD 7859014), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Nvest Wealth Strategies manage?

Nvest Wealth Strategies reports $236.7M across 640 accounts in assets under management.

### How do I contact Jordan Ranly?

Through Jordan's website, www.nvestwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7859014): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://nvestwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.