Elgon Financial Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$4,000⁠-⁠$25,000

“Fixed fee rates range between $4,000 and $25,000.”

Annual fee

$7,500/yr

“For clients with less than $500,000 in AUM, the advisory fee consists of a flat annual fee starting at $7,500, which may be subject to change annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Elgon Financial Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may also pay by electronic funds transfer (EFT) or check.”
• “Fees are paid in monthly or quarterly installments (at the client’s choosing) in advance throughout the course of the year.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Elgon Financial Advisors’ fees compare

• Its flat or project fee of $4,000-$25,000 is above the Texas median of $3,850. 90% of the 401 other Texas planners that publish a flat or project fee charge less.
• 42 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $7,500 is above the Texas median of $6,000. 58% of the 106 other Texas planners that publish an annual fee charge less.
• 11 of the 22 other planners in Austin that publish an annual fee charge less.

About Elgon Financial Advisors

• Principal: Jane Mepham
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services

Assets managed

$9,345,521

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310458

Website

elgonfa.com (opens in new tab)

Phone

(512) 609-0084

Can advise clients in 2 states: California, Texas

Other planners in Austin that publish fees

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• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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