Jordan Spencer
Vox Financial Planning · Oklahoma City, Oklahoma
Jordan Spencer is a fee-only financial advisor at Vox Financial Planning in Oklahoma City, Oklahoma, who holds the CFP credential. Vox Financial Planning reports charging fixed fees on its Form ADV.
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Facts
| Firm | Vox Financial Planning |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $452K across 11 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 6902808 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jordan's firm compares
- Vox Financial Planning's average account is about $41,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Jordan
Is Jordan Spencer a fee-only financial advisor?
Yes. Jordan Spencer is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jordan's firm.
How does Jordan charge for financial advice?
Jordan's firm, Vox Financial Planning, reports charging fixed fees on its SEC Form ADV.
Where is Jordan Spencer based?
Jordan Spencer is based in Oklahoma City, Oklahoma.
What credentials does Jordan Spencer hold?
Jordan Spencer holds the CFP credential.
Is Jordan Spencer registered with the SEC?
Yes. Jordan Spencer is registered as an investment adviser representative in OK (CRD 6902808), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Vox Financial Planning manage?
Vox Financial Planning reports $452K across 11 accounts in assets under management.
How do I contact Jordan Spencer?
Contact details aren't on file yet. Search for Vox Financial Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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