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Eley-Graham-Austgen Financial Advisory Services

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Client assets under management

$0

Clients

0

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Eley‑Graham‑Austgen Financial Advisory Services provides comprehensive financial planning to individual and high‑net‑worth clients, addressing retirement, tax, estate, and education objectives and offering ongoing semi‑annual reviews of plans. The firm does not manage client investment accounts on a discretionary basis and reported no assets under management as of December 31, 2025.

Advisory work emphasizes asset‑allocation recommendations and scenario analysis rather than specific security selection, employing tools such as Morningstar asset‑allocation modeling and Monte Carlo simulations to assess retirement probabilities and plan robustness. Financial plans typically include net‑worth, retirement, disability and survivor analyses and may extend to non‑security matters like insurance, real estate, and estate‑planning structures, with recommendations tailored to each client’s risk tolerance and liquidity needs.

Compared with many investment‑manager peers, the firm uses hourly billing for certain services and does not rely on percentage‑of‑assets‑under‑management fees, favoring fixed and hourly planning arrangements. Its advisors also maintain broker‑dealer and third‑party adviser affiliations and may receive commissions or shared advisory fees when clients implement recommendations, a potential conflict of interest the firm discloses.

Client services

Financial planning
Consultation or research on specific financial or estate issues

Expertise

General retirement planning Income planning General tax planning

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Fee options

Fixed

Select financial planning services on flat fee basis, generally $350 or under.

Percentage

$150,000 - $249,999: $1,500 to $2,500 (financial planning fee) $250,000 - $499,999: $2,500 to $3,500 (financial planning fee) $500,000 - $1,000,000: $3,500 to $4,500 (financial planning fee) Over $1,000,000+: $4,500 and upward (financial planning fee)

Commissions

Commissions earned if implementing plan through brokerage or insurance products; includes mutual fund 12b-1 fees and insurance commissions.

Project-based

$280/hour for financial advisor; $125/hour for administrative staff (for modified financial plans and other hourly services)

Subscriptions

Ongoing semi-annual review fee is 20% of initial financial planning fee, capped at $600 annually, invoiced in two installments.

Other

Account minimum: $150,000 Fee-only: Financial planning fees as stated; hourly rates of $280/hour for financial advisor and $125/hour for administrative staff; flat fees generally $350 or under for select services.

Main office location

Eley-Graham-Austgen Financial Advisory Services

One Professional Center, 2100 N. Main Street, Suite 202

Crown Point IN 46307, United States

Number of offices

1

Most active in

More info

Illinois · Indiana · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 219-736-6900

Advisors at this firm

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user avatar

Dorothy A

CFP®, Series 63, Series 66

Crown Point, IN

Eley-Graham-Austgen Financial Advisory Services

Dorothy Austgen is a CFP®-designated financial advisor with 26 years of industry experience. She is an owner and advisor at Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN, and has worked with firms including Covenant Wealth Partners, Csenge Advisory Group, and Lion Street Financial. Outside of advisory services, she owns and manages real estate through Premier Property Investments, LLC and Crown Real Estate Group, LLC. Eley-Graham-Austgen Financial Advisory Services provides investment advice and financial planning to clients, focusing on delivering tailored recommendations and comprehensive financial analyses.

General retirement planning Income planning General tax planning
user avatar

Donald F

Series 63, Series 66

Crown Point, IN

Eley-Graham-Austgen Financial Advisory Services

Donald Fancher is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 66 licenses and three years of industry experience. He has worked at multiple firms including Lion Street Financial and Zachry, where he also manages capital improvement and regulatory projects outside the financial sector. Fancher is involved in insurance product sales through Eley-Graham-Austgen Financial Advisory Services. Csenge Advisory Group serves charitable organizations, corporations, business entities, and individual clients including high-net-worth families. The firm offers asset management, financial planning, and corporate retirement plan consulting, using a top-down investment process that combines fundamental and technical analysis to construct portfolios primarily with mutual funds and ETFs.

General retirement planning Income planning General tax planning
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