Jordan Smith
Sound Stewardship · Overland Park, Kansas
Jordan Smith is a fee-only financial advisor at Sound Stewardship in Overland Park, Kansas, who holds the CFP credential. Sound Stewardship reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sound Stewardship |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.6M across 1,089 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7415360 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.soundstewardship.com |
How Jordan's firm compares
- Sound Stewardship's average account is about $261,000, from its Form ADV (assets managed divided by 1,089 accounts).
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Questions about Jordan
Is Jordan Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Sound Stewardship 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, Sound Stewardship, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Smith based?
Jordan Smith is based in Overland Park, Kansas.
What credentials does Jordan Smith hold?
Jordan Smith holds the CFP credential.
Is Jordan Smith registered with the SEC?
Yes. Jordan Smith is registered as an investment adviser representative in KS and TX (CRD 7415360), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sound Stewardship manage?
Sound Stewardship reports $284.6M across 1,089 accounts in assets under management.
How do I contact Jordan Smith?
Through Jordan's website, www.soundstewardship.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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
- 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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