Elion Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“EF offers financial planning services for a fixed fee of $1,500.”

Annual fee

$3,000⁠-⁠$50,000/yr

“The negotiated annual fee generally ranges from $3,000 to $50,000.”

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

How Elion Financial, LLC bills

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

• “Clients may terminate the advisory agreement without penalty and receive a full refund of fees paid within five business days of signing the advisory agreement.”
• “Clients may terminate the agreement without penalty and receive a full refund of fees paid within five business days of signing the Financial Planning Agreement.”
• “Fees may also be paid through a secure third-party credit card processor.”

How Elion Financial, LLC’s fees compare

• Its flat or project fee of $1,500 is below the Arizona median of $3,100. 18% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Tucson that publish a flat or project fee charge less.
• Its annual fee of $3,000-$50,000 spans the Arizona median of $10,000. 91% of the 43 other Arizona planners that publish an annual fee charge less.
• 3 of the 4 other planners in Tucson that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Elion Financial, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

53

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$47,777,958

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334200

Website

elionfinancial.com (opens in new tab)

Phone

(520) 201-3689

Can advise clients in 3 states: Arizona, California, North Carolina

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Enlightened Advisors Wealth Management LLCTucson$3,000

Compare all 45 planners in Tucson