# Jennifer McElderry

> Jennifer McElderry is a fee-only financial advisor at Paller Financial Services in Centennial, Colorado. Jennifer focuses on founders (pre-exit), estate & legacy planning and tax planning. Paller Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Paller Financial Services
- **Based in:** Centennial, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $147.9M across 453 accounts
- **Specialties:** Founders (pre-exit), Estate & legacy planning, Tax planning, Divorce financial planning, Retirement planning
- **CRD:** 8200141 (https://adviserinfo.sec.gov/individual/summary/8200141)
- **SEC registration:** Investment adviser representative in CO
- **Exams passed:** Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.pallerfinancial.com/

## Frequently asked questions

### Is Jennifer McElderry a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Paller Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jennifer charge for financial advice?

Jennifer's firm, Paller Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jennifer McElderry based?

Jennifer McElderry is based in Centennial, Colorado.

### What does Jennifer specialize in?

Jennifer's specialties include founders (pre-exit), estate & legacy planning, tax planning, divorce financial planning and retirement planning.

### Is Jennifer McElderry registered with the SEC?

Yes. Jennifer McElderry is registered as an investment adviser representative in CO (CRD 8200141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Paller Financial Services manage?

Paller Financial Services reports $147.9M across 453 accounts in assets under management.

### How do I contact Jennifer McElderry?

Through Jennifer's website, www.pallerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8200141): 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.pallerfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

---

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