Jordan Worley
Coffman Wealth Advisors · Poplar Bluff, Missouri
Jordan Worley is a fee-only financial advisor at Coffman Wealth Advisors in Poplar Bluff, Missouri, who holds the CFP credential. Jordan focuses on tax planning and retirement planning. Coffman Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Coffman Wealth Advisors |
|---|---|
| Based in | Poplar Bluff, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $477K across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO · CRD 6678934 |
| Exams passed | Series 63 (2017) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | coffman.finance |
| Profile |
How Jordan's firm compares
- Coffman Wealth Advisors's average account is about $48,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Jordan
Is Jordan Worley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and Coffman Wealth Advisors 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, Coffman Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Worley based?
Jordan Worley is based in Poplar Bluff, Missouri.
What does Jordan specialize in?
Jordan's specialties include tax planning and retirement planning.
What credentials does Jordan Worley hold?
Jordan Worley holds the CFP credential.
Is Jordan Worley registered with the SEC?
Yes. Jordan Worley is registered as an investment adviser representative in MO (CRD 6678934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Coffman Wealth Advisors manage?
Coffman Wealth Advisors reports $477K across 10 accounts in assets under management.
How do I contact Jordan Worley?
Through Jordan's website, coffman.finance.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Missouri
Other advisors in Missouri who focus on tax planning
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
- Coffman Wealth Advisors 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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