Jordan Ranly
Nvest Wealth Strategies · Powell, Ohio
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.
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Facts
| Firm | Nvest Wealth Strategies |
|---|---|
| Based in | Powell, Ohio |
| Fee model | Percentage of assets |
| Assets under management | $236.7M across 640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 7859014 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.nvestwealth.com |
| Profile |
How Jordan's firm compares
- Nvest Wealth Strategies's average account is about $370,000, from its Form ADV (assets managed divided by 640 accounts).
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Questions about Jordan
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.
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
- Nvest Wealth Strategies 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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