Stephen Elliker
Elliker Financial · Morgantown, Pennsylvania
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.
Request an introduction to Stephen →
Facts
| Firm | Elliker Financial |
|---|---|
| Based in | Morgantown, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $30.5M across 120 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4546706 |
| Exams passed | Series 63 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ellikerfinancial.com |
| Profile |
How Stephen's firm compares
- Elliker Financial's average account is about $254,000, from its Form ADV (assets managed divided by 120 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
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.
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.
See something wrong? Request a correction. Read our methodology.