Holli Nowokunski
Elbert Financial Consulting · Charlotte, North Carolina
Holli Nowokunski is a fee-only financial advisor at Elbert Financial Consulting in Charlotte, North Carolina. Elbert Financial Consulting reports charging hourly fees on its Form ADV.
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Facts
| Firm | Elbert Financial Consulting |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Hourly |
| SEC registration | Investment adviser representative in NC · CRD 3175888 |
| Exams passed | Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
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Questions about Holli
Is Holli Nowokunski a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Holli holds no broker registration, and Elbert Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Holli charge for financial advice?
Holli's firm, Elbert Financial Consulting, reports charging hourly fees on its SEC Form ADV.
Where is Holli Nowokunski based?
Holli Nowokunski is based in Charlotte, North Carolina.
Is Holli Nowokunski registered with the SEC?
Yes. Holli Nowokunski is registered as an investment adviser representative in NC (CRD 3175888), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Holli Nowokunski?
Contact details aren't on file yet. Search for Elbert Financial Consulting.
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
- 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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