Elgon Financial Advisors
Current investment adviser offering financial planning to individuals and couples, with investment management available as an add-on.
Ways to work with this firm
| Engagement | Evidence state |
|---|---|
| standalone planning | yes |
| advice only | yes |
| hourly | not verified |
| fixed project | yes |
| ongoing planning | yes |
| investment management | yes |
| management required | no |
Fees and minimums
| Type | Disclosed value | Condition |
|---|---|---|
| planning minimum | $3,800 individual / $4,800 couple annually | Typical starting fees for comprehensive planning |
| project fee | $799 | Quick Start session starting fee |
| account minimum | No minimum assets | For investment management add-on |
Identity and eligibility
- Firm ID
- firm_elgon_financial_advisors
- CRD candidate identifier
- 310458
- Ordinary retail eligibility
- yes
- Local presence
- verified office
- Fee-only
- yes
Profile summary
Elgon offers comprehensive ongoing planning and a one-time Quick Start engagement. Investment management is optional and is described as an add-on to comprehensive planning.
Evidence and freshness
- SEC IAPD firm record, official regulatory, checked 2026-08-09
- Elgon services and pricing, firm published, checked 2026-08-09
Profile review date: 2026-08-09
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