Elliker Financial, LLC is a registered investment advisor founded in February 2025 and principally located in Pennsylvania. The firm provides comprehensive wealth management services that combine continuous investment management and financial planning. Elliker Financial works closely with clients to understand their financial goals, risk tolerance, and tax considerations to build customized portfolios primarily consisting of stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to managing investments directly, the firm provides ongoing advice and monitoring for accounts held elsewhere, such as retirement plans and college savings accounts. Financial planning covers a broad range of topics including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance analysis, retirement planning, risk management, and tax strategies. Elliker Financial operates as a fee-only firm, meaning they are compensated solely by their clients and do not accept commissions, product sales fees, or referral compensation from third parties.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.90% |
There is a minimum quarterly fee of $1,000 ($4,000 annually). Fees are negotiable.