# Stephen Jordan

> Stephen Jordan is a fee-only financial advisor at Alchemi Wealth in Essex, Connecticut. Alchemi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-jordan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Alchemi Wealth
- **Based in:** Essex, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $286.9M across 1,136 accounts
- **CRD:** 7458571 (https://adviserinfo.sec.gov/individual/summary/7458571)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 65 (2021)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.alchemiwealth.com

## Frequently asked questions

### Is Stephen Jordan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Alchemi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Alchemi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Jordan based?

Stephen Jordan is based in Essex, Connecticut.

### Is Stephen Jordan registered with the SEC?

Yes. Stephen Jordan is registered as an investment adviser representative in CT (CRD 7458571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alchemi Wealth manage?

Alchemi Wealth reports $286.9M across 1,136 accounts in assets under management.

### How do I contact Stephen Jordan?

Through Stephen's website, www.alchemiwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7458571): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.