Jane Mepham
Financial Planning For Foreign-Born Families & US Expats
Elgon Financial Advisors · Austin, Texas
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.
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Specialties
Who they serve
- Executives
- High earners
- Cross-border families
- Newcomers (immigration)
- Tech employees
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- Education Planning
- College/Education Planning
- Estate Planning
- Financial Planning
- Family Wealth Transfer
- Insurance Planning
- Investment Management
- Philanthropic Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Charitable Giving
- Executive Compensation
- Financial Advice & Coaching
- Portfolio Management
- Stock Option Planning
- Pension Planning
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 |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2020 |
| Firm size | 1 employee |
| Credentials | CFP · MSC |
| Investment approach | Blend of both |
| SEC registration | Investment adviser representative in CA, TX · CRD 7114609 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | elgonfa.com |
| Profile |
How Jane's firm compares
- Ongoing planning starts at $5,000 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- Elgon Financial Advisors's average account is about $173,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Jane
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Elgon Financial Advisors 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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