Emmanuel Eliason
Eliason Wealth Management · Centennial, Colorado
Emmanuel Eliason is a fee-only financial advisor at Eliason Wealth Management in Centennial, Colorado, who holds the CFP credential. Emmanuel focuses on retirement planning and small business owners. Eliason Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Eliason Wealth Management |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.5M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7485743 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.eliasonwealthmanagement.com |
| Profile |
How Emmanuel's firm compares
- Eliason Wealth Management's average account is about $55,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Emmanuel
Is Emmanuel Eliason a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emmanuel holds no broker registration, and Eliason Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emmanuel charge for financial advice?
Emmanuel's firm, Eliason Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emmanuel Eliason based?
Emmanuel Eliason is based in Centennial, Colorado.
What does Emmanuel specialize in?
Emmanuel's specialties include retirement planning and small business owners.
What credentials does Emmanuel Eliason hold?
Emmanuel Eliason holds the CFP credential.
Is Emmanuel Eliason registered with the SEC?
Yes. Emmanuel Eliason is registered as an investment adviser representative in CO (CRD 7485743), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Eliason Wealth Management manage?
Eliason Wealth Management reports $2.5M across 45 accounts in assets under management.
How do I contact Emmanuel Eliason?
Through Emmanuel's website, www.eliasonwealthmanagement.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
- Eliason 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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