Jordan Witt
Witt Financial Group · Crossville, Tennessee
Jordan Witt is a fee-only financial advisor at Witt Financial Group in Crossville, Tennessee. Witt Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Jordan →
Facts
| Firm | Witt Financial Group |
|---|---|
| Based in | Crossville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.5M across 684 accounts |
| SEC registration | Investment adviser representative in FL, TN, TX · CRD 6124645 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.wittfinancialgroup.com |
| Profile |
How Jordan's firm compares
- Witt Financial Group's average account is about $235,000, from its Form ADV (assets managed divided by 684 accounts).
Request an introduction to Jordan
Tell Jordan a little about what you're looking for. Jordan isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jordan
Is Jordan Witt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Witt Financial Group 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, Witt Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Witt based?
Jordan Witt is based in Crossville, Tennessee.
Is Jordan Witt registered with the SEC?
Yes. Jordan Witt is registered as an investment adviser representative in FL, TN and TX (CRD 6124645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Witt Financial Group manage?
Witt Financial Group reports $160.5M across 684 accounts in assets under management.
How do I contact Jordan Witt?
Through Jordan's website, www.wittfinancialgroup.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
- 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.
See something wrong? Request a correction. Read our methodology.