Jordan Shaw
Hixon Zuercher Capital Management · Findlay, Ohio
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.
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Specialties
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 | $487.7M across 1,612 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 7369093 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.hzcapital.com |
How Jordan's firm compares
- Hixon Zuercher Capital Management's average account is about $303,000, from its Form ADV (assets managed divided by 1,612 accounts).
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Questions about Jordan
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.
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
- Hixon Zuercher Capital Management 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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