Jonathan Elks
Boerum Hill Financial Advisors · Brooklyn, New York
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.
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Specialties
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 | $46.4M across 185 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6816198 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.boerumhillfa.com |
How Jonathan's firm compares
- A one-time plan starts at $2,500, in line with the New York median of $2,500 for fee-only firms that publish prices.
- Boerum Hill Financial Advisors's average account is about $251,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Jonathan
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.
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
- Boerum Hill Financial Advisors 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.
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