# Jeffrey Elliott

> Jeffrey Elliott is a fee-only financial advisor at Jeff Elliott CFP® in The Hills, Texas, who holds the CFP credential. Jeffrey focuses on retirement planning. Jeff Elliott CFP® reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-elliott/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Jeff Elliott CFP®
- **Based in:** The Hills, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $22.4M across 111 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 6124092 (https://adviserinfo.sec.gov/individual/summary/6124092)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 63 (2012), Series 65 (2012)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.jeffelliottfinancial.com

## Frequently asked questions

### Is Jeffrey Elliott a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Jeff Elliott CFP® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Jeff Elliott CFP®, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Jeffrey Elliott based?

Jeffrey Elliott is based in The Hills, Texas.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning.

### What credentials does Jeffrey Elliott hold?

Jeffrey Elliott holds the CFP credential.

### Is Jeffrey Elliott registered with the SEC?

Yes. Jeffrey Elliott is registered as an investment adviser representative in TX and UT (CRD 6124092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jeff Elliott CFP® manage?

Jeff Elliott CFP® reports $22.4M across 111 accounts in assets under management.

### How do I contact Jeffrey Elliott?

Through Jeffrey's website, www.jeffelliottfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6124092): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jeffelliottfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.