Jeffrey Elliott
Jeff Elliott CFP® · The Hills, Texas
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.
Request an introduction to Jeffrey →
Specialties
Facts
| Firm | Jeff Elliott CFP® |
|---|---|
| Based in | The Hills, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $22.4M across 111 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 6124092 |
| Exams passed | Series 63 (2012) · Series 65 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jeffelliottfinancial.com |
| Profile |
How Jeffrey's firm compares
- Jeff Elliott CFP®'s average account is about $202,000, from its Form ADV (assets managed divided by 111 accounts).
Request an introduction to Jeffrey
Tell Jeffrey a little about what you're looking for. Jeffrey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
Other advisors in Texas who focus on retirement planning
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
- Jeff Elliott CFP® 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.
See something wrong? Request a correction. Read our methodology.