Stephen Jordan
Alchemi Wealth · Essex, Connecticut
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.
Request an introduction to Stephen →
Facts
| Firm | Alchemi Wealth |
|---|---|
| Based in | Essex, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $286.9M across 1,136 accounts |
| SEC registration | Investment adviser representative in CT · CRD 7458571 |
| Exams passed | Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.alchemiwealth.com |
How Stephen's firm compares
- Alchemi Wealth's average account is about $253,000, from its Form ADV (assets managed divided by 1,136 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
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.
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.
See something wrong? Request a correction. Read our methodology.