Bret Elliott
Elliott Financial · Pacific Grove, California
Bret Elliott is a fee-only financial advisor at Elliott Financial in Pacific Grove, California, who holds the CFP credential. Elliott Financial reports charging hourly fees on its Form ADV.
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Facts
| Firm | Elliott Financial |
|---|---|
| Based in | Pacific Grove, California |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $22.6M across 127 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 4384060 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Bret's firm compares
- Elliott Financial's average account is about $178,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Bret
Is Bret Elliott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bret holds no broker registration, and Elliott Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bret charge for financial advice?
Bret's firm, Elliott Financial, reports charging hourly fees on its SEC Form ADV.
Where is Bret Elliott based?
Bret Elliott is based in Pacific Grove, California.
What credentials does Bret Elliott hold?
Bret Elliott holds the CFP credential.
Is Bret Elliott registered with the SEC?
Yes. Bret Elliott is registered as an investment adviser representative in CA, CO and TX (CRD 4384060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elliott Financial manage?
Elliott Financial reports $22.6M across 127 accounts in assets under management.
How do I contact Bret Elliott?
Contact details aren't on file yet. Search for Elliott Financial.
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.
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