# Jonathan Elks

> Jonathan Elks is a fee-only financial advisor at Boerum Hill Financial Advisors in Brooklyn, New York, who holds the CFP credential. Jonathan charges a percentage of assets and a one-time planning fee (one-time plans from $2,500 and a $100,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Boerum Hill Financial Advisors
- **Based in:** Brooklyn, New York
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** one-time plans from $2,500; a $100,000 asset minimum
- **Assets under management (firm):** $46.4M across 185 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6816198 (https://adviserinfo.sec.gov/individual/summary/6816198)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.boerumhillfa.com

## Frequently asked questions

### Is Jonathan Elks a fee-only financial advisor?

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

### How does Jonathan charge for financial advice?

Jonathan charges a percentage of assets and a one-time planning fee.

### How much does Jonathan charge?

According to Boerum Hill Financial Advisors's website, checked October 30, 2026: one-time plans from $2,500; a $100,000 asset minimum.

### Where is Jonathan Elks based?

Jonathan Elks is based in Brooklyn, New York.

### What does Jonathan specialize in?

Jonathan's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jonathan Elks hold?

Jonathan Elks holds the CFP credential.

### Is Jonathan Elks registered with the SEC?

Yes. Jonathan Elks is registered as an investment adviser representative in NY (CRD 6816198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boerum Hill Financial Advisors manage?

Boerum Hill Financial Advisors reports $46.4M across 185 accounts in assets under management.

### How do I contact Jonathan Elks?

Through Jonathan's website, www.boerumhillfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6816198): 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://boerumhillfa.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.