Jim Elder
Elderado Financial · Montrose, Colorado
Jim Elder is a fee-only financial advisor at Elderado Financial in Montrose, Colorado. Elderado Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Elderado Financial |
|---|---|
| Based in | Montrose, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $237.2M across 1,071 accounts |
| SEC registration | Investment adviser representative in CO · CRD 2417388 |
| Exams passed | Series 63 (1996) · Series 65 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.prestigeadvisors.com |
| Profile |
How Jim's firm compares
- Elderado Financial's average account is about $222,000, from its Form ADV (assets managed divided by 1,071 accounts).
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Questions about Jim
Is Jim Elder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jim holds no broker registration, and Elderado Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jim charge for financial advice?
Jim's firm, Elderado Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jim Elder based?
Jim Elder is based in Montrose, Colorado.
Is Jim Elder registered with the SEC?
Yes. Jim Elder is registered as an investment adviser representative in CO (CRD 2417388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Elderado Financial manage?
Elderado Financial reports $237.2M across 1,071 accounts in assets under management.
How do I contact Jim Elder?
Through Jim's website, www.prestigeadvisors.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
- 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.
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