Firm
Elliott Financial
Pacific Grove, California
Fee-only
Elliott Financial at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 43 individual clients.
- Its average account is about $178,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Pacific Grove, California |
|---|---|
| Phone | (720) 212-9227 |
Elliott Financial fees
Elliott Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Hourly |
|---|---|
| Assets managed | $23 million |
| Individual clients | 43 |
| Accounts managed | 127 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 5, 2026 |
| SEC record | CRD 122072 |