Elion Financial, LLC
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About
Elion Financial serves individual and high‑net‑worth clients with comprehensive portfolio management and limited‑scope financial planning. The firm offers integrated portfolio management with a documented investment policy, discretionary trading authority when granted, and stand‑alone financial plans with short follow‑up support.
The firm’s investment process draws on fundamental, quantitative, technical analysis and modern portfolio theory to build tailored asset allocations and may employ both long‑term and short‑term trading. Portfolios are constructed and reviewed in the context of a written investment policy statement and may be customized to accommodate client‑imposed restrictions, subject to the firm’s ability to properly service the account.
Notably, Elion Financial does not use the common percentage‑of‑assets fee model; instead it negotiates fees using a non‑AUM‑based methodology and charges a separate fixed fee for limited financial planning that can be waived upon transition to ongoing management. The firm also does not participate in wrap or performance‑based programs, permits client‑directed brokerage, does not aggregate trades across clients, and its principal engages in seasonal tax education work outside the advisory business.
Client services
Expertise
Fee options
Financial planning fixed fee of $1,500.
$1 - $300,000: $3,000 base fee $300,001 - $400,000: $3,500 base fee $400,001 - $500,000: $4,000 base fee $500,001 - $600,000: $4,500 base fee $600,001 - $700,000: $5,000 base fee $700,001 - $800,000: $5,500 base fee $800,001 - $900,000: $6,000 base fee $900,001 - $1,000,000: $6,500 base fee $1,000,001 - $1,250,000: $7,500 base fee $1,250,001 - $1,500,000: $8,250 base fee $1,500,001 - $1,750,000: $9,500 base fee $1,750,001 - $2,000,000: $10,750 base fee $2,000,001 - $2,250,000: $12,000 base fee $2,250,001 - $2,500,000: $13,250 base fee $2,500,001 - $2,750,000: $14,500 base fee $2,750,001 - $3,000,000: $15,750 base fee $3,000,001 - $3,250,000: $17,000 base fee $3,250,001 - $3,500,000: $18,250 base fee
Minimum fee: Investment Portfolio Base Fee starts from $3,000 for $1 to $300,000 in assets, with higher fixed base fees for larger asset ranges, starting at $3,000 and increasing in increments as assets increase. Fee-only: Comprehensive Portfolio Management and Financial Planning combined annual advisory fee negotiated, generally ranging from $3,000 to $50,000 annually.
Main office
4729 E Sunrise Dr.
Tucson AZ 85718
Advisors at this office
1
Most active in
Arizona · California · North Carolina
Also doing business as
Elion Financial LLC · Elion Financial, LLC
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.
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