Lauren Mishra
Elion Financial LLC · Tucson, Arizona
Lauren Mishra is a fee-only financial advisor at Elion Financial LLC in Tucson, Arizona, who holds the CFP, EA and PhD credentials. Elion Financial LLC reports charging fixed fees on its Form ADV.
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Facts
| Firm | Elion Financial LLC |
|---|---|
| Based in | Tucson, Arizona |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $47.8M across 370 accounts |
| Credentials | CFP · EA · PhD |
| SEC registration | Investment adviser representative in AZ, CA, NC · CRD 7237234 |
| Firm size | 1 employee |
| Disclosures | None reported |
How Lauren's firm compares
- Elion Financial LLC's average account is about $129,000, from its Form ADV (assets managed divided by 370 accounts).
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Questions about Lauren
Is Lauren Mishra a fee-only financial advisor?
Yes. Lauren Mishra is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lauren's firm.
How does Lauren charge for financial advice?
Lauren's firm, Elion Financial LLC, reports charging fixed fees on its SEC Form ADV.
Where is Lauren Mishra based?
Lauren Mishra is based in Tucson, Arizona.
What credentials does Lauren Mishra hold?
Lauren Mishra holds the CFP, EA and PhD credentials.
Is Lauren Mishra registered with the SEC?
Yes. Lauren Mishra is registered as an investment adviser representative in AZ, CA and NC (CRD 7237234), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Elion Financial LLC manage?
Elion Financial LLC reports $47.8M across 370 accounts in assets under management.
How do I contact Lauren Mishra?
Contact details aren't on file yet. Search for Elion Financial LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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