Elliott Weir is a CFP-designated registered investment advisor at III Financial, LLC, based in Cedar Park, TX, with 18 years of industry experience. Elliott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 39 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
III Financial charges a fixed annual fee for comprehensive wealth management that covers both investment management and financial planning. The base fee typically starts at $6,000 per year and increases depending on the complexity of your situation and the level of service required. Fees are paid quarterly in arrears.
Contact
Elliott Weir
Location
Cedar Park, TX
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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 →Employment History
Current Registrations
III Financial, LLC
Previous Registrations
MML Investors Services, 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.
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Additional Information
My name is Elliott Weir, the owner of III Financial.I’ve been working with clients like you since 2004. Come to think of it, it has been longer – before I officially started as a financial planner! Let me explain…
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