# Jane Mepham

> Jane Mepham is a fee-only financial advisor at Elgon Financial Advisors in Austin, Texas, who holds the CFP and MSC credentials. Jane charges a percentage of assets, a one-time planning fee, a subscription and hourly fees (ongoing planning from $5,000 a year) and focuses on equity compensation, family wealth transfer and pension planning.

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

## Facts

- **Firm:** Elgon Financial Advisors
- **Based in:** Austin, Texas
- **Fee model:** Percentage of assets; One-time planning fee; Subscription; Hourly
- **Fees (firm's website):** ongoing planning from $5,000 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Under $25M
- **Credentials:** CFP, MSC
- **Specialties:** Equity compensation, Family wealth transfer, Pension planning, International & expat planning, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Executives, High earners, Cross-border families, Newcomers (immigration), Tech employees
- **CRD:** 7114609 (https://adviserinfo.sec.gov/individual/summary/7114609)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://elgonfa.com

## About

I help immigrants (Green Card Holders & Citizens), Foreign Nationals on Work Visas and US expats make the most of their finances, by investing prudently and avoiding tax minefields.

At Elgon I specialize in guiding clients through international tax implications, foreign asset reporting, cross-border retirement planning, and estate planning challenges unique to immigrants, expats and globally mobile families.

## Frequently asked questions

### Is Jane Mepham a fee-only financial advisor?

Yes. Jane Mepham is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Jane's firm.

### How does Jane charge for financial advice?

Jane charges a percentage of assets, a one-time planning fee, a subscription and hourly fees.

### How much does Jane charge?

According to Elgon Financial Advisors's website, checked October 28, 2026: ongoing planning from $5,000 a year.

### Does Jane work with clients virtually?

Yes. Elgon Financial Advisors says on its website that it works with clients remotely.

### Where is Jane Mepham based?

Jane Mepham is based in Austin, Texas.

### What does Jane specialize in?

Jane's specialties include equity compensation, family wealth transfer, pension planning, international & expat planning, tax planning and estate & legacy planning. Jane works with executives, high earners, cross-border families, newcomers (immigration) and tech employees.

### What credentials does Jane Mepham hold?

Jane Mepham holds the CFP and MSC credentials.

### Is Jane Mepham registered with the SEC?

Yes. Jane Mepham is registered as an investment adviser representative in CA and TX (CRD 7114609), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Elgon Financial Advisors manage?

Elgon Financial Advisors reports Under $25M in assets under management.

### How do I contact Jane Mepham?

Through Jane's website, elgonfa.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46038): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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://elgonfa.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.