Matthew Elliott
J.F. Williams · Denver, Colorado
Matthew Elliott is a fee-only financial advisor at J.F. Williams in Denver, Colorado, who holds the CFP credential. J.F. Williams reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | J.F. Williams |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $286.5M across 499 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5067009 |
| Exams passed | Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | jfwco.com/insights |
How Matthew's firm compares
- J.F. Williams's average account is about $574,000, from its Form ADV (assets managed divided by 499 accounts).
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Questions about Matthew
Is Matthew Elliott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and J.F. Williams reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, J.F. Williams, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Elliott based?
Matthew Elliott is based in Denver, Colorado.
What credentials does Matthew Elliott hold?
Matthew Elliott holds the CFP credential.
Is Matthew Elliott registered with the SEC?
Yes. Matthew Elliott is registered as an investment adviser representative in CO and TX (CRD 5067009), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.F. Williams manage?
J.F. Williams reports $286.5M across 499 accounts in assets under management.
How do I contact Matthew Elliott?
Through Matthew's website, jfwco.com/insights.
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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