EH
EH

Elliott Homan

12 Years of Experience
Sells Insurance

Elliott Homan is a registered investment advisor at Novadius Wealth Management, based in Overland Park, KS, with 12 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 249 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
249 clients
Average Client Portfolio
$595K average
Assets Under Management
$148.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual 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. There is no minimum account balance or minimum annual fee.

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.

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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 · 13 yrs
State Registrations2 states
KSTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.