Mary Jordan
Alpha Financial Management · Savannah, Georgia
Mary Jordan is a fee-only financial advisor at Alpha Financial Management in Savannah, Georgia, who holds the CFP credential. Alpha Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Alpha Financial Management |
|---|---|
| Based in | Savannah, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $109.4M across 543 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, SC, TX · CRD 6572556 |
| Exams passed | Series 66 (2015) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | michaeldayoub.wordpress.com |
How Mary's firm compares
- Alpha Financial Management's average account is about $201,000, from its Form ADV (assets managed divided by 543 accounts).
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Questions about Mary
Is Mary Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Alpha Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Alpha Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Jordan based?
Mary Jordan is based in Savannah, Georgia.
What credentials does Mary Jordan hold?
Mary Jordan holds the CFP credential.
Is Mary Jordan registered with the SEC?
Yes. Mary Jordan is registered as an investment adviser representative in GA, SC and TX (CRD 6572556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Alpha Financial Management manage?
Alpha Financial Management reports $109.4M across 543 accounts in assets under management.
How do I contact Mary Jordan?
Through Mary's website, michaeldayoub.wordpress.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.
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