Jordan Talbert
Creative Wealth Management · Punta Gorda, Florida
Jordan Talbert is a fee-only financial advisor at Creative Wealth Management in Punta Gorda, Florida, who holds the CFP credential. Jordan charges a percentage of assets, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,100 a year) and focuses on small business owners, retirement planning and family wealth transfer.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Creative Wealth Management |
|---|---|
| Based in | Punta Gorda, Florida |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $2,100 a year |
| Assets under management | $101.0M across 559 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in DE, FL, MD, TX · CRD 7894475 |
| Exams passed | Series 65 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.mycwmanagement.com |
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Questions about Jordan
Is Jordan Talbert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Creative Wealth 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 charges a percentage of assets, an ongoing planning fee and a one-time planning fee.
How much does Jordan charge?
According to Creative Wealth Management's website, checked October 30, 2026: ongoing planning from $2,100 a year.
Where is Jordan Talbert based?
Jordan Talbert is based in Punta Gorda, Florida.
What does Jordan specialize in?
Jordan's specialties include small business owners, retirement planning, family wealth transfer, estate & legacy planning and tax planning. Jordan works with founders, pre-retirees, retirees and multi-generational families.
What credentials does Jordan Talbert hold?
Jordan Talbert holds the CFP credential.
Is Jordan Talbert registered with the SEC?
Yes. Jordan Talbert is registered as an investment adviser representative in DE, FL, MD and TX (CRD 7894475), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Creative Wealth Management manage?
Creative Wealth Management reports $101.0M across 559 accounts in assets under management.
How do I contact Jordan Talbert?
Through Jordan's website, www.mycwmanagement.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
- Creative Wealth 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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