# Elizabeth Pleck

> Elizabeth Pleck is a fee-only financial advisor at Financial Strategies in Wellesley, Massachusetts, who holds the CFP credential. Elizabeth charges hourly fees, a percentage of assets and a one-time planning fee ($150 an hour and a $200,000 asset minimum).

Page: https://find.wellspent.co/advisors/elizabeth-pleck/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Financial Strategies
- **Based in:** Wellesley, Massachusetts
- **Fee model:** Hourly; Percentage of assets; One-time planning fee
- **Fees (firm's website):** $150 an hour; a $200,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.5M across 9 accounts
- **Credentials:** CFP
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1661425 (https://adviserinfo.sec.gov/individual/summary/1661425)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1987)
- **Disclosures:** None reported
- **Website:** http://www.financialstrategies-ehp.com

## Frequently asked questions

### Is Elizabeth Pleck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth charges hourly fees, a percentage of assets and a one-time planning fee.

### How much does Elizabeth charge?

According to Financial Strategies's website, checked October 30, 2026: $150 an hour; a $200,000 asset minimum.

### Where is Elizabeth Pleck based?

Elizabeth Pleck is based in Wellesley, Massachusetts.

### What credentials does Elizabeth Pleck hold?

Elizabeth Pleck holds the CFP credential.

### Is Elizabeth Pleck registered with the SEC?

Yes. Elizabeth Pleck is registered as an investment adviser representative in MA (CRD 1661425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Financial Strategies manage?

Financial Strategies reports $15.5M across 9 accounts in assets under management.

### How do I contact Elizabeth Pleck?

Through Elizabeth's website, www.financialstrategies-ehp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1661425): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.financialstrategies-ehp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.