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Credentials
CFP®, Series 65
Experience Industry experience
4 years
Location
Remote
Make the Memory Financial Planning
Supported
Total advisors
2Clients per advisor
19 LowAvg AUM per client
$232,034 Very LowHNW client ratio
13% LowJordan Vlastuin is a CFP® with four years of industry experience, currently serving as a financial advisor at Make the Memory Financial Planning. His prior roles include positions at Magellan Federal, Facet Wealth, Zeiders Enterprises, and Heritage Wealth Management. Make the Memory Financial Planning provides investment advisory and financial planning services to individuals, registered investment advisers, and corporate entities. The firm employs a mix of fundamental and technical investment methods, including active strategies such as short-term trading and option writing, with accounts reviewed quarterly to align with client objectives and risk tolerances.
Based on Make the Memory Financial Planning
Based on Make the Memory Financial Planning
Fixed fees typically ranging from $3,000 to $25,000; onboarding fee ranges from $1,500 to $5,000
Up to 1.50% annually
$150 to $350 per hour
Account minimum: $10,000 Fee-only: Fixed fees typically ranging from $3,000 to $25,000 depending on client circumstances
Massachusetts
4 years of industry experience
Magellan Federal
2024 - Present • 2 years
Arlington, VA
Make the Memory Financial Planning
2024 - Present • 2 years
Burglengenfeld
Self Employed
2023 - 2024 • 1 year
Burglengenfeld
Magellan Federal
2023 - 2024 • 1 year
Arlington, VA
Zeiders Enterprises
2022 - 2023 • 1 year
Woodbridge, VA
Unemployed
2022 - 2022 • 1 year
Alcester, SD
Facet Wealth
2020 - 2022 • 2 years
Sahuarita, AZ
Zeiders Enterprises
2017 - 2021 • 4 years
Woodbridge, VA
Heritage Wealth Management
2014 - 2017 • 3 years
Saint Paul, MN
Heritage Wealth Architects, LLC
2014 - 2017 • 3 years
St. Paul, MN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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