Jordan Salim
Corus Family Wealth Advisors · Mckinney, Texas
Jordan Salim is a fee-only financial advisor at Corus Family Wealth Advisors in Mckinney, Texas, who holds the ChFC credential. Jordan focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Corus Family Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Corus Family Wealth Advisors |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $619.5M across 700 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in TX · CRD 6753740 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | coruswealth.com |
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Questions about Jordan
Is Jordan Salim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Corus Family Wealth Advisors 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's firm, Corus Family Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Salim based?
Jordan Salim is based in Mckinney, Texas.
What does Jordan specialize in?
Jordan's specialties include estate & legacy planning, family wealth transfer, founders (pre-exit) and tax planning. Jordan works with founders, ultra high net worth and multi-generational families.
What credentials does Jordan Salim hold?
Jordan Salim holds the ChFC credential.
Is Jordan Salim registered with the SEC?
Yes. Jordan Salim is registered as an investment adviser representative in TX (CRD 6753740), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Corus Family Wealth Advisors manage?
Corus Family Wealth Advisors reports $619.5M across 700 accounts in assets under management.
How do I contact Jordan Salim?
Through Jordan's website, coruswealth.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
- Corus Family Wealth Advisors 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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