# Jordan Shaw

> Jordan Shaw is a fee-only financial advisor at Hixon Zuercher Capital Management in Findlay, Ohio, who holds the CFP credential. Jordan focuses on retirement planning. Hixon Zuercher Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Hixon Zuercher Capital Management
- **Based in:** Findlay, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $487.7M across 1,612 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7369093 (https://adviserinfo.sec.gov/individual/summary/7369093)
- **SEC registration:** Investment adviser representative in OH, TX
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.hzcapital.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Hixon Zuercher Capital Management 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, Hixon Zuercher Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jordan Shaw based?

Jordan Shaw is based in Findlay, Ohio.

### What does Jordan specialize in?

Jordan's specialties include retirement planning.

### What credentials does Jordan Shaw hold?

Jordan Shaw holds the CFP credential.

### Is Jordan Shaw registered with the SEC?

Yes. Jordan Shaw is registered as an investment adviser representative in OH and TX (CRD 7369093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hixon Zuercher Capital Management manage?

Hixon Zuercher Capital Management reports $487.7M across 1,612 accounts in assets under management.

### How do I contact Jordan Shaw?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7369093): 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://hzcapital.com/): specialties, clients served, and fees, checked October 30, 2026

---

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