The Elliott Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Advisor will refund any prepaid fees less work performed at the rate of $200 per hour within thirty days of written request from the Client.”

Flat or project fee

$500⁠-⁠$5,000

“The Elliott Group charges a fixed fee ranging between $500 and $5000, depending on the complexity of the client’s situation and needs, for its financial planning and consultation services.”

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

How The Elliott Group bills

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

• “Fees are due in advance upon execution of the Client Services Agreement.”
• “In certain circumstances, all financial planning and consulting fees may be negotiable.”
• “If the Agreement is terminated, all fees due from the Client at the time of termination are due and payable immediately.”

How The Elliott Group’s fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 7 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Arizona median of $3,100. 43% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 16 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.

About The Elliott Group

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.45% a year

Employees

1

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168512

Phone

(480) 401-2616

Other planners in Scottsdale that publish fees

• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
• Able Financial Group, LLCScottsdale$600/hr, $35,000
• Aim CapitalScottsdale$300/hr
• Akkadian Wealth LLCScottsdale$500/hr, $1,000⁠-⁠$5,000

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