Jennifer McElderry
Paller Financial Services · Centennial, Colorado
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.
Request an introduction to Jennifer →
Specialties
Facts
| Firm | Paller Financial Services |
|---|---|
| Based in | Centennial, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $147.9M across 453 accounts |
| SEC registration | Investment adviser representative in CO · CRD 8200141 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.pallerfinancial.com |
How Jennifer's firm compares
- Paller Financial Services's average account is about $326,000, from its Form ADV (assets managed divided by 453 accounts).
Request an introduction to Jennifer
Tell Jennifer a little about what you're looking for. Jennifer 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 Jennifer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Paller Financial Services 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.