# Jeff Elliott, CFP®

> Jeff Elliott, CFP® is a state-registered investment advisory firm in Lakeway, TX, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 172781
- Filed as: JEFF ELLIOTT, CFP®
- Legal name: Legacy Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lakeway, TX
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172781
- AdvisorCensus page: https://advisorcensus.com/firm/jeff-elliott-cfp-lakeway-tx-172781

## Quick answers

**How is Jeff Elliott, CFP® compensated?**
On its Form ADV (Item 5.E, October 2026), Jeff Elliott, CFP® reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Jeff Elliott, CFP® located?**
Jeff Elliott, CFP®'s principal office is in Lakeway, TX, according to its Form ADV.

**Is Jeff Elliott, CFP® registered with the SEC or a state?**
Jeff Elliott, CFP® is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172781.

**How much does Jeff Elliott, CFP® manage?**
Jeff Elliott, CFP® reports $22,367,359 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Jeff Elliott, CFP® serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (17).

**Does Jeff Elliott, CFP® report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172781

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $22,367,359
- Discretionary: $22,367,359
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $9,278,507 |
| High net worth individuals | 17 | $13,088,852 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jeffelliottfinancial.com
- LinkedIn @jeffelliottfinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Jeff Elliott, CFP® (CRD 172781): Form ADV filing data as of October 2026.