Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Management fees are based on a percentage of assets under management, not exceeding 2.0% annually. Fees are negotiable and may differ among clients. Retirement planning fees are either flat (ranging from $750 to $10,000) or asset-based (not exceeding 1.50% annually). Wealth consulting and financial planning fees are negotiable. The new annual minimum fee is $5,000.
Areas of Practice
Advisor Information
Office location
8876 Spanish Ridge Avenue, Suite 202, Las Vegas, NV, 89148
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jordan is a licensed insurance agent since 2015. He spends minimal time on this activity.
Employment History
Current Registrations
Arista Wealth Management, LLC
Previous Registrations
Portfolio Advisors, INC.
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC. Broker
State Registrations1 state
Exams
Additional Information
Jordan Naffa is the Director of Financial Planning at Arista Wealth Management. He is a driving force for the company’s client engagements and wealth management strategies. Before joining Arista Wealth Management, he worked for nearly a decade as a financial advisor in the Central Valley of California.