# Stephen Elliker

> Stephen Elliker is a fee-only financial advisor at Elliker Financial in Morgantown, Pennsylvania, who holds the CFP credential. Elliker Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-elliker/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Elliker Financial
- **Based in:** Morgantown, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $30.5M across 120 accounts
- **Credentials:** CFP
- **CRD:** 4546706 (https://adviserinfo.sec.gov/individual/summary/4546706)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2021)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.ellikerfinancial.com/

## Frequently asked questions

### Is Stephen Elliker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Elliker Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stephen charge for financial advice?

Stephen's firm, Elliker Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stephen Elliker based?

Stephen Elliker is based in Morgantown, Pennsylvania.

### What credentials does Stephen Elliker hold?

Stephen Elliker holds the CFP credential.

### Is Stephen Elliker registered with the SEC?

Yes. Stephen Elliker is registered as an investment adviser representative in PA (CRD 4546706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elliker Financial manage?

Elliker Financial reports $30.5M across 120 accounts in assets under management.

### How do I contact Stephen Elliker?

Through Stephen's website, www.ellikerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4546706): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.