Firm
Elgon Financial Advisors
Austin, Texas
Fee-only
Elgon Financial Advisors at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 7 of them high net worth.
- Its average account is about $173,000 (assets it manages divided by its 54 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | elgonfa.com |
| [email protected] | |
| Phone | (512) 609-0084 |
Elgon Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"INDIVIDUALS – A flat annual fee starting at $5,000." source
"INDIVIDUALS – A flat annual fee starting at $5,000." source
"INDIVIDUALS – A flat annual fee starting at $5,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $9 million |
| Individual clients | 10 |
| High-net-worth clients | 7 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 310458 |