Elizabeth Pleck
Financial Strategies · Wellesley, Massachusetts
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).
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Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $15.5M across 9 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1661425 |
| Exams passed | Series 63 (1987) |
| Disclosures | None reported |
| Website | www.financialstrategies-ehp.com |
How Elizabeth's firm compares
- The hourly rate is $150, below the Massachusetts median of $300 for fee-only firms that publish prices.
- Financial Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Elizabeth
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.
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
- Financial Strategies 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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