Advisor at Elliott Financial, LLC
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Firm
Elliott Financial, LLC
Location
Pacific Grove, CA
Credentials
CFP®
Industry experience
23 years
Bret Elliott is a CFP® with 23 years of experience in financial advising. He has been with Elliott Financial, LLC since 2002 and is the sole advisor at the independent firm. Elliott Financial primarily serves working-class individuals and their families, along with some self-employed clients and a few with significant investable assets. The firm offers fee-only financial planning and investment advisory services, focusing on diversified portfolios that use no-load mutual funds and ETFs, and follows a fundamental, long-term investment approach that rejects market timing and technical analysis.
$240 per hour for financial planning services.
Fee-only: Fee-only basis with fees negotiated in advance; total fees will not exceed 2% annually of assets under management.
Pacific Grove, CA
California · Colorado · Texas
Elliott Financial, LLC
2020 - Present (6 years)
Elliott Financial, LLC
2002 - 2020 (18 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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