Elion Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,000,000
Clients
16
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
TypicalAverage account size
$1,062,500
About
Elion Financial, LLC serves individual and high‑net‑worth clients with ongoing portfolio management and financial planning, and offers a combined comprehensive service that integrates planning with discretionary investment management. The firm also makes available an online, advisor‑supported option through the Zoe Financial platform to provide an automated/back‑office solution for smaller or technology‑oriented accounts.
Elion Financial documents client goals and constraints in an Investment Policy Statement and generally manages accounts on a discretionary basis, employing fundamental, quantitative, technical and modern‑portfolio‑theory methods across both long‑ and short‑term strategies. Accounts are monitored regularly and clients receive custodian account statements and periodic reports; financial planning engagements are delivered as one‑time plans unless an ongoing arrangement is agreed.
Compared with many solo independent advisers, Elion Financial’s practice is relatively concentrated and notable for its use of an outside wrap/platform arrangement (Zoe) and for receiving solicitor referrals through that platform, disclosures the firm identifies as potential conflicts of interest. The firm also requires custody at a specified institutional provider, uses standing letters of authorization for transfers, and does not aggregate trades for multiple client accounts — operational choices that distinguish it from many peers.
Client services
Financial planning
Portfolio management
Tax planning, tax advisory services, and tax return preparation
Tax planning, tax advisory services, and tax return preparation
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Debt management
Fee options
1.00% annually on all assets under management
Fee-only: Financial planning fixed fees negotiated between $0 and $2,000; comprehensive portfolio management and financial planning fees negotiated between $3,000 and $50,000
Main office location
Elion Financial, LLC
4729 E Sunrise Dr.
Tucson AZ 85718, United States
Number of offices
1
Most active in
Elion Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
-
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
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