Richard Jordan
Fortress Estate Solutions · Frisco, Texas
Richard Jordan is a fee-only financial advisor at Fortress Estate Solutions in Frisco, Texas. Fortress Estate Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fortress Estate Solutions |
|---|---|
| Based in | Frisco, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $50.5M across 121 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5273476 |
| Exams passed | Series 65 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fortressestatesolutions.com |
| Profile |
How Richard's firm compares
- Fortress Estate Solutions's average account is about $417,000, from its Form ADV (assets managed divided by 121 accounts).
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Questions about Richard
Is Richard Jordan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Fortress Estate Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Fortress Estate Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Jordan based?
Richard Jordan is based in Frisco, Texas.
Is Richard Jordan registered with the SEC?
Yes. Richard Jordan is registered as an investment adviser representative in TX (CRD 5273476), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fortress Estate Solutions manage?
Fortress Estate Solutions reports $50.5M across 121 accounts in assets under management.
How do I contact Richard Jordan?
Through Richard's website, www.fortressestatesolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Frisco
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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