Bret Elliott is a CFP-designated registered investment advisor at Elliott Financial, LLC, based in Pacific Grove, CA, with 23 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 43 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Total fees charged will not exceed 2% of assets under management per year and fees are negotiable.
Fee Estimator
Location
Pacific Grove, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Elliott Financial, LLC
State Registrations3 states
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