# Elliott Weir

> Elliott Weir is a fee-only financial advisor at III Financial, LLC in Cedar Park, Texas, who holds the CFP, CPA and MBA credentials. Elliott charges a flat fee or retainer.

Page: https://find.wellspent.co/advisors/elliott-weir/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** III Financial, LLC
- **Based in:** Cedar Park, Texas
- **Fee model:** Flat fee or retainer
- **Assets under management (firm):** $42.8M across 105 accounts
- **Credentials:** CFP, CPA, MBA
- **CRD:** 4712824 (https://adviserinfo.sec.gov/individual/summary/4712824)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2004), Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://iiifinancial.com

## Frequently asked questions

### Is Elliott Weir a fee-only financial advisor?

Yes. Elliott Weir is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elliott's firm.

### How does Elliott charge for financial advice?

Elliott charges a flat fee or retainer.

### Where is Elliott Weir based?

Elliott Weir is based in Cedar Park, Texas.

### What credentials does Elliott Weir hold?

Elliott Weir holds the CFP, CPA and MBA credentials.

### Is Elliott Weir registered with the SEC?

Yes. Elliott Weir is registered as an investment adviser representative in TX (CRD 4712824), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does III Financial, LLC manage?

III Financial, LLC reports $42.8M across 105 accounts in assets under management.

### How do I contact Elliott Weir?

Through Elliott's website, iiifinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/elliott-weir-10346): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.iiifinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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