Elena Sargent
Factor Wealth Management · Chicago, Illinois
Elena Sargent is a fee-only financial advisor at Factor Wealth Management in Chicago, Illinois. Elena focuses on tax planning, estate & legacy planning and retirement planning. Factor Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Retirees
- High earners
- Multi-generational families
Facts
| Firm | Factor Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $781.0M across 880 accounts |
| SEC registration | Investment adviser representative in IL · CRD 6426107 |
| Exams passed | Series 65 (2026) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | factorwealth.com |
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Questions about Elena
Is Elena Sargent a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elena holds no broker registration, and Factor Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elena charge for financial advice?
Elena's firm, Factor Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Elena Sargent based?
Elena Sargent is based in Chicago, Illinois.
What does Elena specialize in?
Elena's specialties include tax planning, estate & legacy planning, retirement planning, founders (pre-exit) and equity compensation. Elena works with founders, executives, retirees, high earners and multi-generational families.
Is Elena Sargent registered with the SEC?
Yes. Elena Sargent is registered as an investment adviser representative in IL (CRD 6426107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Factor Wealth Management manage?
Factor Wealth Management reports $781.0M across 880 accounts in assets under management.
How do I contact Elena Sargent?
Through Elena's website, factorwealth.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
- Factor Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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