Jeff Elliott, CFP® fees and pricing
Financial planner in The Hills, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2026, Jeff Elliott, CFP® charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly rate for these services is $200 per hour and is not negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Jeff Elliott, CFP® bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Firm does not charge more than $500 in advance.”
- “Because advisory fees are billed in arrears for services already provided, the Firm generally does not provide refunds of advisory fees.”
- “For Clients that desire to be billed directly, the Firm will send to the Client an invoice for its fees after the completion of each calendar quarter.”
How Jeff Elliott, CFP®’s fees compare
- Its hourly rate of $200 is below the Texas median of $275. 14% of the 468 other Texas planners that publish an hourly rate charge less.
About Jeff Elliott, CFP®
“If the Client wishes to use the Firm’s services, the Client will sign the Firm’s Client Agreement, which serves as the contract between the Client and Legacy Financial Planning LLC, specifying the precise nature of services to be rendered by the Firm and fees to be paid by the Client (discussed at greater length in…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 47
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $22,367,359
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 172781
- Phone
- (435) 214-1000
Other planners in Texas that publish fees
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
- 83 FinancialParker$250/hr, $250-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.