Eley-Graham-Austgen Financial Advisory Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eley‑Graham‑Austgen Financial Advisory Services provides comprehensive financial planning to individual and high‑net‑worth clients, addressing retirement, tax, estate, and education objectives and offering ongoing semi‑annual reviews of plans. The firm does not manage client investment accounts on a discretionary basis and reported no assets under management as of December 31, 2025.
Advisory work emphasizes asset‑allocation recommendations and scenario analysis rather than specific security selection, employing tools such as Morningstar asset‑allocation modeling and Monte Carlo simulations to assess retirement probabilities and plan robustness. Financial plans typically include net‑worth, retirement, disability and survivor analyses and may extend to non‑security matters like insurance, real estate, and estate‑planning structures, with recommendations tailored to each client’s risk tolerance and liquidity needs.
Compared with many investment‑manager peers, the firm uses hourly billing for certain services and does not rely on percentage‑of‑assets‑under‑management fees, favoring fixed and hourly planning arrangements. Its advisors also maintain broker‑dealer and third‑party adviser affiliations and may receive commissions or shared advisory fees when clients implement recommendations, a potential conflict of interest the firm discloses.
Client services
Expertise
Fee options
Select financial planning services on flat fee basis, generally $350 or under.
$150,000 - $249,999: $1,500 to $2,500 (financial planning fee) $250,000 - $499,999: $2,500 to $3,500 (financial planning fee) $500,000 - $1,000,000: $3,500 to $4,500 (financial planning fee) Over $1,000,000+: $4,500 and upward (financial planning fee)
Commissions earned if implementing plan through brokerage or insurance products; includes mutual fund 12b-1 fees and insurance commissions.
$280/hour for financial advisor; $125/hour for administrative staff (for modified financial plans and other hourly services)
Ongoing semi-annual review fee is 20% of initial financial planning fee, capped at $600 annually, invoiced in two installments.
Account minimum: $150,000 Fee-only: Financial planning fees as stated; hourly rates of $280/hour for financial advisor and $125/hour for administrative staff; flat fees generally $350 or under for select services.
Main office
2100 N. Main Street, Suite 202
Crown Point IN 46307
Advisors at this office
2
Most active in
Illinois · Indiana · Texas
Also doing business as
Eley Graham Advisory Corporation · Eley Graham Austgen Financial Advisory Services · Eley Graham Austsen Financial Advisory Services · Eley Graham Financial Advisory Services · Graham Professional Building
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Dorothy A
CFP®, Series 63, Series 66
Crown Point, IN
Eley-Graham-Austgen Financial Advisory Services
Dorothy Austgen is a CFP®-designated financial advisor with 26 years of industry experience. She is an owner and advisor at Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN, and has worked with firms including Covenant Wealth Partners, Csenge Advisory Group, and Lion Street Financial. Outside of advisory services, she owns and manages real estate through Premier Property Investments, LLC and Crown Real Estate Group, LLC. Eley-Graham-Austgen Financial Advisory Services provides investment advice and financial planning to clients, focusing on delivering tailored recommendations and comprehensive financial analyses.
Donald F
Series 66, Series 63
Crown Point, IN
Eley-Graham-Austgen Financial Advisory Services
Donald Fancher is a financial advisor with Eley-Graham-Austgen Financial Advisory Services in Crown Point, IN. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at firms including Lion Street Financial and OneAmerica Securities. Outside of advisory work, he is employed by Zachry Engineering, where he manages capital improvement and regulatory projects at a refinery. Eley-Graham-Austgen Financial Advisory Services provides comprehensive financial planning for individual and high-net-worth clients, focusing on retirement, tax, estate, and education goals. The firm emphasizes asset-allocation recommendations and scenario analysis without discretionary management of client investment accounts.
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