Witt Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Witt Financial Group advises individuals, high-net-worth households, and select pension plans, providing portfolio management through the selection and oversight of sub-advisers as well as standalone financial planning services. The firm manages roughly $160 million in client assets and also reports a material amount of assets under advisement for accounts that clients retain outside third-party manager models.
The firm’s investment work is centered on vetting and matching clients to third-party money managers, creating investment policy statements, and monitoring those relationships; clients typically grant limited discretionary authority for which managers and allocations to use. Witt also accommodates legacy or highly appreciated holdings as assets under advisement and will facilitate client-requested mutual funds or ETFs outside model portfolios when deemed suitable.
Distinctive features include a regular program of educational seminars and workshops for clients and prospective clients on topics such as retirement planning, college funding, cash flow, and tax and estate issues, and most events are offered at no charge and are explicitly educational with no products sold. The firm’s advisers are also licensed insurance agents and disclose the potential for commissionable product sales as a conflict of interest, and the firm has documented prior state regulatory findings and has described corrective measures taken.
Client services
Expertise
Fee options
Financial planning fixed fees ranging from $495 to $2,000, negotiable.
up to 1.50%, negotiable depending on sub-adviser/third-party manager and investment model
$300 per hour for financial planning services, negotiable.
Account minimum: $250,000 (may be waived) Fee-only: Financial planning fixed fees between $495 and $2,000; hourly fees $300/hour, both negotiable.
Main office
91 Hwy 70 E, Suite 102
Crossville TN 38555
Advisors at this office
3
Most active in
Florida · Tennessee · Texas
Also doing business as
Jmw Capital Partners, LLC · Witt Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Jordan W
Series 65
Crossville, TN
Witt Financial Group, LLC
Jordan Witt is a financial advisor at Witt Financial Group, LLC in Crossville, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Witt Financial Group since 2014. Witt is also a licensed insurance agent and receives commissions in that capacity. Witt Financial Group provides investment advisory and financial planning services primarily to individuals, including high-net-worth clients, and pension plans. The firm manages over $154 million in client assets and is known for its educational seminars and workshops, as well as its approach of directing client assets to third-party managers while offering tailored investment policy statements.
Jackson E
Series 65
Crossville, TN
Witt Financial Group, LLC
Jackson Eldridge is a financial advisor with Witt Financial Group, LLC in Crossville, TN. He holds a Series 65 designation and has one year of industry experience. Prior to joining Witt Financial Group, he worked at RW Baird and served in roles at the Knox County Clerk and the TAD Center. Witt Financial Group advises individuals, high-net-worth households, and select pension plans by providing portfolio management through sub-adviser selection and oversight, along with standalone financial planning services. The firm’s approach emphasizes matching clients with third-party money managers and offering educational seminars on various financial topics.
Hobert W
Series 63
Crossville, TN
Witt Financial Group, LLC
Hobert Witt is a financial advisor at Witt Financial Group, LLC, with 24 years of industry experience. He has held his current position since 2003, following a brief tenure at Wealth Financial Advisory Services, LLC. Witt holds a Series 63 designation. Witt Financial Group provides portfolio management and financial planning services primarily to individuals, high-net-worth households, and select pension plans. The firm focuses on selecting and overseeing third-party money managers and offers educational seminars and workshops on financial topics.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)