EH
EH

Elliott Dugan Homan

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
237 clients
Average Client Portfolio
$549K average
Assets Under Management
$130.2M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2M+0.75%

Fees are negotiable based on the level of service needed and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7300 West 110th Street, Suite 870, Overland Park, KS, 66210

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Elliott is an insurance producer with ETF Store Financial Services LLC since 2013, offering a wide range of insurance solutions to clients. This takes a few hours per week.

Employment History
Current Registrations
Novadius Wealth Management
April 2013 - Present · 12 yrs 10 mos
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.