Robert Elliot
Finlayson Financial Planning · Buffalo, Wyoming
Robert Elliot is a fee-only financial advisor at Finlayson Financial Planning in Buffalo, Wyoming, who holds the CFP and ChFC credentials. Robert charges a one-time planning fee and a flat fee or retainer (one-time plans from $247) and focuses on retirement planning.
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Specialties
Facts
| Firm | Finlayson Financial Planning |
|---|---|
| Based in | Buffalo, Wyoming |
| Fee model | One-time planning fee · Flat fee or retainer |
| Fees (firm's website) | One-time plans from $247 |
| Accepting new clients | Yes |
| Assets under management | $10.9M across 73 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX, WY · CRD 3035129 |
| Exams passed | Series 63 (1998) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rosselliotfinancialplanning.com |
| Profile |
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Questions about Robert
Is Robert Elliot a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Finlayson Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a one-time planning fee and a flat fee or retainer.
How much does Robert charge?
According to Finlayson Financial Planning's website, checked October 30, 2026: one-time plans from $247.
Where is Robert Elliot based?
Robert Elliot is based in Buffalo, Wyoming.
What does Robert specialize in?
Robert's specialties include retirement planning.
What credentials does Robert Elliot hold?
Robert Elliot holds the CFP and ChFC credentials.
Is Robert Elliot registered with the SEC?
Yes. Robert Elliot is registered as an investment adviser representative in TX and WY (CRD 3035129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Finlayson Financial Planning manage?
Finlayson Financial Planning reports $10.9M across 73 accounts in assets under management.
How do I contact Robert Elliot?
Through Robert's website, www.rosselliotfinancialplanning.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
- Finlayson Financial Planning 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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