Kaitlin Jordan
Stone Pillars Wealth Management · Franklin, Tennessee
Kaitlin Jordan is a fee-only financial advisor at Stone Pillars Wealth Management in Franklin, Tennessee. Kaitlin focuses on retirement planning, estate & legacy planning and founders (pre-exit). Stone Pillars Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | Stone Pillars Wealth Management |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $60.6M across 157 accounts |
| SEC registration | Investment adviser representative in TN · CRD 8312324 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | stonepillarswm.com |
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Questions about Kaitlin
Is Kaitlin Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaitlin holds no broker registration, and Stone Pillars Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaitlin charge for financial advice?
Kaitlin's firm, Stone Pillars Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Kaitlin work with clients virtually?
Yes. Stone Pillars Wealth Management says on its website that it works with clients remotely.
Where is Kaitlin Jordan based?
Kaitlin Jordan is based in Franklin, Tennessee.
What does Kaitlin specialize in?
Kaitlin's specialties include retirement planning, estate & legacy planning, founders (pre-exit), small business owners, sustainable & impact investing and family wealth transfer. Kaitlin works with founders, retirees, pre-retirees and multi-generational families.
Is Kaitlin Jordan registered with the SEC?
Yes. Kaitlin Jordan is registered as an investment adviser representative in TN (CRD 8312324), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stone Pillars Wealth Management manage?
Stone Pillars Wealth Management reports $60.6M across 157 accounts in assets under management.
How do I contact Kaitlin Jordan?
Through Kaitlin's website, stonepillarswm.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
- Stone Pillars 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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