TrueAdvisor
TrueAdvisor
CE
CFP · ChFC
CE
CFP · ChFC

Charles Elhoff

Great Valley Advisor Group, LLC
52 Years of Experience
Southlake, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Charles Elhoff is a CFP, ChFC-designated registered investment advisor at Great Valley Advisor Group, LLC, based in Southlake, TX, with 52 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 37,014 clients with $11B in assets under management.

Great Valley Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
189 advisors
Number of Clients
37,014 clients
Average Client Portfolio
$286K average
Assets Under Management
$10.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.05%
$1.0M - $3.0M0.85%
$3M+0.85%

Fees for assets over $3,000,000 are negotiable. All tiers and fees are subject to negotiation at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2535 East Southlake Blvd. #100, Southlake, TX, 76092

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2016
Denied
Customer Dispute
May 1990
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles sells non-variable insurance products including life, fixed annuity, disability income, and long-term care insurance, dedicating about 20% of his time to this. He is also a licensed life and health insurance agent and counselor, and provides investment advisory services through Good Life Advisors, LLC.

Employment History
Current Registrations
Great Valley Advisor Group, LLC
September 2026 - Present · 1 mo
Good Life Advisors, LLC
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
June 2014 - Present · 12 yrs 4 mos
Previous Registrations
Level Four Advisory Services
July 2014 - October 2021 · 7 yrs 3 mos
Vsr Financial Services, INC.Broker
September 2009 - June 2014 · 4 yrs 9 mos
Vsr Advisory Services
September 2009 - June 2014 · 4 yrs 9 mos
H. Beck, INC.
February 2002 - September 2009 · 7 yrs 7 mos
H. Beck, INC.Broker
February 2002 - September 2009 · 7 yrs 7 mos
MML Investors Services, INC.Broker
November 2001 - February 2002 · 3 mos
H. Beck, INC.Broker
September 1987 - December 2001 · 14 yrs 3 mos
Lowry Financial Services CorporationBroker
February 1984 - September 1987 · 3 yrs 7 mos
Cigna Securities, INC.Broker
May 1974 - February 1984 · 9 yrs 9 mos
State Registrations17 states
COFLGALAMIMNMONCNYOHOKORPASCTXVAWY
AdvisorBrokerBoth

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.
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