Elliott Weir
III Financial, LLC · Cedar Park, Texas
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.
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Facts
| Firm | III Financial, LLC |
|---|---|
| Based in | Cedar Park, Texas |
| Fee model | Flat fee or retainer |
| Assets under management | $42.8M across 105 accounts |
| Credentials | CFP · CPA · MBA |
| SEC registration | Investment adviser representative in TX · CRD 4712824 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | iiifinancial.com |
| Profile |
How Elliott's firm compares
- III Financial, LLC's average account is about $408,000, from its Form ADV (assets managed divided by 105 accounts).
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Questions about Elliott
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cedar Park
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- III Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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