Stephen Elliker is a CFP-designated registered investment advisor at Elliker Financial, based in Morgantown, PA, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
Fee Estimator
Contact
Stephen Elliker
Location
3821 Main Street, Morgantown, PA, 19543
Get directionsHistory
Regulatory History
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 Activities
Stephen is a co-owner of Elliker Cookie Company, handling scheduling, business development, and sales since March 2021. This takes about 10-20% of Stephen's time, with minimal time spent during trading hours.
Employment History
Current Registrations
Elliker Financial
Previous Registrations
Rodgers & Associates
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Compass Ion Advisors, LLC
State Registrations1 state
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.