Nancy Elliott
Silver Lake Advisory Partners · Melissa, Texas
Nancy Elliott is a fee-only financial advisor at Silver Lake Advisory Partners in Melissa, Texas, who holds the CFP credential. Silver Lake Advisory Partners reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Silver Lake Advisory Partners |
|---|---|
| Based in | Melissa, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $325.3M across 159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5679622 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.silverlakeadvisory.com |
How Nancy's firm compares
- Silver Lake Advisory Partners's average account is about $2.0 million, from its Form ADV (assets managed divided by 159 accounts).
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Questions about Nancy
Is Nancy Elliott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nancy holds no broker registration, and Silver Lake Advisory Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nancy charge for financial advice?
Nancy's firm, Silver Lake Advisory Partners, reports charging a percentage of assets on its SEC Form ADV.
Where is Nancy Elliott based?
Nancy Elliott is based in Melissa, Texas.
What credentials does Nancy Elliott hold?
Nancy Elliott holds the CFP credential.
Is Nancy Elliott registered with the SEC?
Yes. Nancy Elliott is registered as an investment adviser representative in TX (CRD 5679622), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silver Lake Advisory Partners manage?
Silver Lake Advisory Partners reports $325.3M across 159 accounts in assets under management.
How do I contact Nancy Elliott?
Through Nancy's website, www.silverlakeadvisory.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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