Elgon Financial Advisors

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Assets Under Management

$6.8M

Number of Clients

Number of Advisors

Average Client AUM

$521K

AUM per Advisor

$6.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Elgon Financial Advisors LLC is a fee-only firm offering investment management and financial planning services. They develop personalized investment policies and manage portfolios based on client objectives, risk tolerance, and tax considerations. Financial planning covers cash flow, college savings, estate planning, insurance, retirement, and tax strategies.

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.00%
$1.0M - $3.0M	0.80%
$3.0M - $5.0M	0.50%
$5M+	0.30%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Location

TX, United States

1 Advisors at this firm

CFP