Welcome!

If you are looking for a Fee-Only financial planner, you have come to the right place!

Hello, my name is Bret Elliott.

I am a CERTIFIED FINANCIAL PLANNER® professional. This means I have met the rigorous education, examination, experience, and ethics requirements to identify myself as one.

I am independent of other firms. I work only for my clients.

I sell absolutely no products. I only offer insight, analysis, and advice.

I offer hourly rates.
So you pay only for the advice you need - - when you need it.
I also offer investment advisory services to those who need it.  Choose what’s best for you.

Initial consultations are free.

I recognize that everyone has financial needs. Thus, I am dedicated to providing competent, unbiased financial advice - - to all kinds of people - - as they best need it. As you will see, I am a different kind of planner. I think you will find my philosophies and vision to be both refreshing and compelling. Thank you for visiting.

Bret A. Elliott, C
FP®



CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Elliott Financial, LLC is a Registered Investment Advisor located in California. Investment Advisors may only transact business in a state if it is first licensed or exempt from licensing. Elliott Financial, LLC is licensed in the states of California and Colorado and offers investment advisory services to those residents.

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